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 | $95,560 | $72,404+32.0% | $110,238-13.3% | $64,186+48.9% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.6%+21.9pp |
| Annual return | -1.73% | -6.29%+4.6pp | 314.74%-316.5pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,790 | $2,282+66.1% | $3,826-0.9% | $2,381+59.2% |
| Participant deferral / active EE | $4,547 | $3,469+31.1% | $4,672-2.7% | $3,470+31.0% |
| Admin fee / account holder | $6,269 | $5,664+10.7% | $8,547-26.7% | $4,888+28.2% |