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 | $70,057 | $76,000-7.8% | $154,107-54.5% | $64,186+9.1% |
| Participation rate | 84.8% | 70.4%+14.4pp | 83.0%+1.7pp | 69.6%+15.2pp |
| Annual return | -4.83% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $7,361 | $3,351+119.7% | $5,298+39.0% | $2,381+209.2% |
| Participant deferral / active EE | $3,230 | $3,175+1.7% | $5,081-36.4% | $3,470-6.9% |
| Admin fee / account holder | $3,175 | $5,596-43.3% | $13,411-76.3% | $4,888-35.0% |