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 | $97,735 | $54,350+79.8% | $82,719+18.2% | $68,494+42.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.48% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $6,765 | $2,218+205.0% | $3,009+124.8% | $2,596+160.5% |
| Participant deferral / active EE | $5,586 | $3,246+72.1% | $4,395+27.1% | $4,027+38.7% |
| Admin fee / account holder | $17,985 | $4,395+309.2% | $5,329+237.5% | $5,403+232.9% |