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 | $133,886 | $81,900+63.5% | $119,609+11.9% | $68,494+95.5% |
| Participation rate | 94.6% | 71.9%+22.7pp | 79.3%+15.3pp | 67.9%+26.7pp |
| Annual return | -14.88% | -23.82%+8.9pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,984 | $2,693+85.0% | $4,232+17.8% | $2,596+91.9% |
| Participant deferral / active EE | $8,488 | $4,148+104.6% | $5,602+51.5% | $4,027+110.8% |
| Admin fee / account holder | $6,463 | $6,582-1.8% | $10,323-37.4% | $5,403+19.6% |