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 | $75,043 | $84,487-11.2% | $125,339-40.1% | $66,914+12.1% |
| Participation rate | 94.2% | 76.4%+17.8pp | 82.4%+11.8pp | 69.8%+24.4pp |
| Annual return | -16.93% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $3,713 | $3,553+4.5% | $4,814-22.9% | $2,544+45.9% |
| Participant deferral / active EE | $9,339 | $6,781+37.7% | $7,446+25.4% | $4,237+120.4% |
| Admin fee / account holder | $1,450 | $685+111.7% | $10,010-85.5% | $593+144.5% |