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 | $77,074 | $71,883+7.2% | $86,677-11.1% | $68,494+12.5% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.6%+21.1pp | 67.9%+29.8pp |
| Annual return | -18.75% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,303 | $2,173+6.0% | $2,836-18.8% | $2,596-11.3% |
| Participant deferral / active EE | $6,153 | $3,779+62.8% | $4,656+32.2% | $4,027+52.8% |
| Admin fee / account holder | $30,751 | $6,112+403.1% | $7,493+310.4% | $5,403+469.2% |