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 | $209,572 | $73,867+183.7% | $143,757+45.8% | $68,494+206.0% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -18.27% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $10,608 | $3,184+233.1% | $4,951+114.3% | $2,596+308.6% |
| Participant deferral / active EE | $8,189 | $3,384+142.0% | $5,637+45.3% | $4,027+103.3% |
| Admin fee / account holder | $5,135 | $5,755-10.8% | $14,673-65.0% | $5,403-5.0% |