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 | $80,767 | $72,404+11.6% | $110,238-26.7% | $64,186+25.8% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.0pp | 69.6%+29.3pp |
| Annual return | -1.40% | -6.29%+4.9pp | 314.74%-316.1pp | 7.63%-9.0pp |
| Employer contribution / active EE | $4,567 | $2,282+100.2% | $3,826+19.4% | $2,381+91.8% |
| Participant deferral / active EE | $6,162 | $3,469+77.6% | $4,672+31.9% | $3,470+77.6% |
| Admin fee / account holder | $10,337 | $5,664+82.5% | $8,547+20.9% | $4,888+111.5% |