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 | $80,547 | $76,000+6.0% | $154,107-47.7% | $64,186+25.5% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | -7.37% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,452 | $3,351-26.8% | $5,298-53.7% | $2,381+3.0% |
| Participant deferral / active EE | $4,997 | $3,175+57.4% | $5,081-1.6% | $3,470+44.0% |
| Admin fee / account holder | $681 | $5,596-87.8% | $13,411-94.9% | $4,888-86.1% |