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 | $101,077 | $81,900+23.4% | $119,609-15.5% | $68,494+47.6% |
| Participation rate | 94.3% | 71.9%+22.4pp | 79.3%+15.1pp | 67.9%+26.4pp |
| Annual return | -10.79% | -23.82%+13.0pp | -14.97%+4.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $5,533 | $2,693+105.4% | $4,232+30.7% | $2,596+113.1% |
| Participant deferral / active EE | $9,315 | $4,148+124.6% | $5,602+66.3% | $4,027+131.3% |
| Admin fee / account holder | $18,260 | $6,582+177.4% | $10,323+76.9% | $5,403+238.0% |