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 | $113,177 | $77,813+45.4% | $123,544-8.4% | $64,186+76.3% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.0pp |
| Annual return | -3.38% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $6,636 | $3,014+120.2% | $4,628+43.4% | $2,381+178.7% |
| Participant deferral / active EE | $12,552 | $5,240+139.5% | $6,426+95.3% | $3,470+261.8% |
| Admin fee / account holder | $16,044 | $5,519+190.7% | $9,284+72.8% | $4,888+228.2% |