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 | $72,415 | $69,010+4.9% | $159,960-54.7% | $68,494+5.7% |
| Participation rate | 91.6% | 65.4%+26.2pp | 78.0%+13.6pp | 67.9%+23.7pp |
| Annual return | -16.77% | -9.65%-7.1pp | 408.60%-425.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,958 | $2,213+124.0% | $4,226+17.3% | $2,596+91.0% |
| Participant deferral / active EE | $8,764 | $4,212+108.1% | $6,182+41.8% | $4,027+117.6% |
| Admin fee / account holder | $5,918 | $4,798+23.3% | $8,698-32.0% | $5,403+9.5% |