See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,831 | $82,664+71.6% | $125,339+13.2% | $68,494+107.1% |
| Participation rate | 81.4% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.5pp |
| Annual return | 11.51% | -5.97%+17.5pp | 572.05%-560.5pp | -7.84%+19.4pp |
| Employer contribution / active EE | $3,981 | $3,381+17.7% | $4,814-17.3% | $2,596+53.3% |
| Participant deferral / active EE | $8,988 | $6,110+47.1% | $7,446+20.7% | $4,027+123.2% |
| Admin fee / account holder | $1,676 | $6,275-73.3% | $10,010-83.3% | $5,403-69.0% |