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 | $58,879 | $52,406+12.4% | $129,207-54.4% | $74,495-21.0% |
| Participation rate | 75.5% | 53.8%+21.7pp | 69.6%+5.9pp | 67.2%+8.3pp |
| Annual return | 16.73% | 15.66%+1.1pp | 9417.33%-9400.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,612 | $1,531+5.4% | $4,153-61.2% | $2,623-38.5% |
| Participant deferral / active EE | $4,620 | $2,794+65.3% | $4,168+10.9% | $4,346+6.3% |
| Admin fee / account holder | $6,294 | $2,633+139.0% | $7,715-18.4% | $1,942+224.1% |