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 | $123,959 | $82,664+50.0% | $125,339-1.1% | $68,494+81.0% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -16.78% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,337 | $3,381-30.9% | $4,814-51.5% | $2,596-10.0% |
| Participant deferral / active EE | $8,280 | $6,110+35.5% | $7,446+11.2% | $4,027+105.6% |
| Admin fee / account holder | $3,024 | $6,275-51.8% | $10,010-69.8% | $5,403-44.0% |