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 | $102,071 | $57,354+78.0% | $83,848+21.7% | $64,186+59.0% |
| Participation rate | 92.8% | 68.6%+24.2pp | 76.1%+16.6pp | 69.6%+23.2pp |
| Annual return | -7.83% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,658 | $2,545+4.4% | $3,631-26.8% | $2,381+11.7% |
| Participant deferral / active EE | $4,820 | $2,993+61.0% | $4,082+18.1% | $3,470+38.9% |
| Admin fee / account holder | $2,696 | $4,046-33.4% | $5,478-50.8% | $4,888-44.8% |