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 | $118,171 | $73,102+61.7% | $123,544-4.3% | $56,287+109.9% |
| Participation rate | 94.1% | 74.3%+19.8pp | 82.3%+11.8pp | 69.9%+24.3pp |
| Annual return | -4.76% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $982 | $2,977-67.0% | $4,628-78.8% | $2,111-53.5% |
| Participant deferral / active EE | $5,812 | $5,423+7.2% | $6,426-9.5% | $3,350+73.5% |
| Admin fee / account holder | $9,666 | $554+1645.6% | $9,284+4.1% | $521+1755.4% |