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 | $99,485 | $55,449+79.4% | $83,848+18.6% | $56,287+76.7% |
| Participation rate | 97.1% | 68.0%+29.1pp | 76.1%+21.0pp | 69.9%+27.3pp |
| Annual return | -5.29% | -1.38%-3.9pp | 850.88%-856.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,978 | $2,430+22.5% | $3,631-18.0% | $2,111+41.1% |
| Participant deferral / active EE | $4,137 | $2,935+40.9% | $4,082+1.4% | $3,350+23.5% |
| Admin fee / account holder | $18,412 | $656+2706.7% | $5,478+236.1% | $521+3434.4% |