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 | $104,969 | $82,664+27.0% | $125,339-16.3% | $68,494+53.3% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -13.56% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,160 | $3,381+23.0% | $4,814-13.6% | $2,596+60.2% |
| Participant deferral / active EE | $5,502 | $6,110-10.0% | $7,446-26.1% | $4,027+36.6% |
| Admin fee / account holder | $1,897 | $6,275-69.8% | $10,010-81.1% | $5,403-64.9% |