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 | $111,388 | $66,302+68.0% | $110,238+1.0% | $56,287+97.9% |
| Participation rate | 90.5% | 74.9%+15.6pp | 79.8%+10.7pp | 69.9%+20.6pp |
| Annual return | -4.96% | -1.18%-3.8pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,062 | $2,047-48.1% | $3,826-72.2% | $2,111-49.7% |
| Participant deferral / active EE | $3,302 | $3,381-2.4% | $4,672-29.3% | $3,350-1.4% |
| Admin fee / account holder | $14,916 | $698+2035.5% | $8,547+74.5% | $521+2763.3% |