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 | $151,392 | $76,000+99.2% | $154,107-1.8% | $64,186+135.9% |
| Participation rate | 96.1% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.5pp |
| Annual return | -4.35% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,815 | $3,351-16.0% | $5,298-46.9% | $2,381+18.2% |
| Participant deferral / active EE | $4,392 | $3,175+38.3% | $5,081-13.5% | $3,470+26.6% |
| Admin fee / account holder | $16,452 | $5,596+194.0% | $13,411+22.7% | $4,888+236.6% |