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 | $108,995 | $55,449+96.6% | $83,848+30.0% | $56,287+93.6% |
| Participation rate | 94.0% | 68.0%+26.0pp | 76.1%+17.9pp | 69.9%+24.1pp |
| Annual return | 1.99% | -1.38%+3.4pp | 850.88%-848.9pp | -9.96%+12.0pp |
| Employer contribution / active EE | $9,887 | $2,430+306.8% | $3,631+172.3% | $2,111+368.3% |
| Participant deferral / active EE | $4,960 | $2,935+69.0% | $4,082+21.5% | $3,350+48.1% |
| Admin fee / account holder | $5,841 | $656+790.5% | $5,478+6.6% | $521+1021.3% |