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 | $76,171 | $65,435+16.4% | $86,677-12.1% | $66,914+13.8% |
| Participation rate | 80.9% | 75.5%+5.5pp | 76.6%+4.3pp | 69.8%+11.1pp |
| Annual return | -15.83% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,355 | $2,153+9.4% | $2,836-17.0% | $2,544-7.4% |
| Participant deferral / active EE | $5,279 | $4,100+28.8% | $4,656+13.4% | $4,237+24.6% |
| Admin fee / account holder | $8,780 | $642+1268.6% | $7,493+17.2% | $593+1380.0% |