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 | $137,909 | $64,707+113.1% | $112,228+22.9% | $68,494+101.3% |
| Participation rate | 91.0% | 67.2%+23.9pp | 75.1%+16.0pp | 67.9%+23.1pp |
| Annual return | -18.99% | -11.40%-7.6pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $8,619 | $2,746+213.9% | $3,635+137.1% | $2,596+232.0% |
| Participant deferral / active EE | $4,204 | $3,565+17.9% | $4,728-11.1% | $4,027+4.4% |
| Admin fee / account holder | $2,700 | $5,232-48.4% | $6,410-57.9% | $5,403-50.0% |