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 | $100,058 | $57,354+74.5% | $83,848+19.3% | $64,186+55.9% |
| Participation rate | 94.1% | 68.6%+25.5pp | 76.1%+18.0pp | 69.6%+24.5pp |
| Annual return | -4.45% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,558 | $2,545-38.8% | $3,631-57.1% | $2,381-34.5% |
| Participant deferral / active EE | $7,387 | $2,993+146.8% | $4,082+81.0% | $3,470+112.9% |
| Admin fee / account holder | $10,820 | $4,046+167.5% | $5,478+97.5% | $4,888+121.4% |