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 | $92,582 | $65,435+41.5% | $86,677+6.8% | $66,914+38.4% |
| Participation rate | 98.1% | 75.5%+22.7pp | 76.6%+21.5pp | 69.8%+28.3pp |
| Annual return | -16.14% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,666 | $2,153+70.3% | $2,836+29.2% | $2,544+44.1% |
| Participant deferral / active EE | $3,460 | $4,100-15.6% | $4,656-25.7% | $4,237-18.3% |
| Admin fee / account holder | $1,594 | $642+148.5% | $7,493-78.7% | $593+168.7% |