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 | $62,229 | $48,265+28.9% | $68,791-9.5% | $68,494-9.1% |
| Participation rate | 92.4% | 60.7%+31.8pp | 69.0%+23.4pp | 67.9%+24.5pp |
| Annual return | -13.59% | -12.71%-0.9pp | -6.38%-7.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $13,933 | $1,829+662.0% | $2,655+424.8% | $2,596+436.7% |
| Participant deferral / active EE | $3,120 | $2,867+8.8% | $3,941-20.8% | $4,027-22.5% |
| Admin fee / account holder | $5,100 | $4,355+17.1% | $4,932+3.4% | $5,403-5.6% |