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 | $99,306 | $82,664+20.1% | $125,339-20.8% | $68,494+45.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.09% | -5.97%-2.1pp | 572.05%-580.1pp | -7.84%-0.2pp |
| Employer contribution / active EE | $3,291 | $3,381-2.7% | $4,814-31.6% | $2,596+26.8% |
| Participant deferral / active EE | $4,612 | $6,110-24.5% | $7,446-38.1% | $4,027+14.5% |
| Admin fee / account holder | $5,984 | $6,275-4.6% | $10,010-40.2% | $5,403+10.8% |