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 | $74,968 | $55,449+35.2% | $83,848-10.6% | $56,287+33.2% |
| Participation rate | 99.0% | 68.0%+31.0pp | 76.1%+22.9pp | 69.9%+29.2pp |
| Annual return | -4.27% | -1.38%-2.9pp | 850.88%-855.1pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,118 | $2,430+28.3% | $3,631-14.1% | $2,111+47.7% |
| Participant deferral / active EE | $5,307 | $2,935+80.8% | $4,082+30.0% | $3,350+58.4% |
| Admin fee / account holder | $1,000 | $656+52.4% | $5,478-81.8% | $521+91.9% |