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 7-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 | $84,742 | $65,435+29.5% | $86,677-2.2% | $66,914+26.6% |
| Participation rate | 92.0% | 75.5%+16.5pp | 76.6%+15.4pp | 69.8%+22.2pp |
| Annual return | -7.37% | -10.89%+3.5pp | 35.91%-43.3pp | 1.58%-9.0pp |
| Employer contribution / active EE | $6,297 | $2,153+192.5% | $2,836+122.0% | $2,544+147.5% |
| Participant deferral / active EE | $12,458 | $4,100+203.8% | $4,656+167.6% | $4,237+194.0% |
| Admin fee / account holder | $2,857 | $642+345.4% | $7,493-61.9% | $593+381.7% |