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 | $67,120 | $59,107+13.6% | $86,436-22.3% | $68,494-2.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.31% | -0.23%-15.1pp | 4394.89%-4410.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,210 | $2,519+67.1% | $3,769+11.7% | $2,596+62.1% |
| Participant deferral / active EE | $8,786 | $5,901+48.9% | $6,952+26.4% | $4,027+118.2% |
| Admin fee / account holder | $4,453 | $5,637-21.0% | $6,731-33.8% | $5,403-17.6% |