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 | $204,731 | $43,504+370.6% | $68,793+197.6% | $56,287+263.7% |
| Participation rate | 99.0% | 67.8%+31.2pp | 72.2%+26.8pp | 69.9%+29.2pp |
| Annual return | -2.03% | -3.15%+1.1pp | -4.63%+2.6pp | -9.96%+7.9pp |
| Employer contribution / active EE | $4,605 | $1,525+201.9% | $2,625+75.4% | $2,111+118.1% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4,246 | $515+724.5% | $5,131-17.2% | $521+715.1% |