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 | $74,984 | $82,664-9.3% | $125,339-40.2% | $68,494+9.5% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,969 | $3,381+76.5% | $4,814+24.0% | $2,596+129.9% |
| Participant deferral / active EE | $11,800 | $6,110+93.1% | $7,446+58.5% | $4,027+193.0% |
| Admin fee / account holder | $2,679 | $6,275-57.3% | $10,010-73.2% | $5,403-50.4% |