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 | $79,765 | $59,107+34.9% | $86,436-7.7% | $68,494+16.5% |
| Participation rate | 98.8% | 75.2%+23.6pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -17.03% | -0.23%-16.8pp | 4394.89%-4411.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,755 | $2,519+9.4% | $3,769-26.9% | $2,596+6.1% |
| Participant deferral / active EE | $10,103 | $5,901+71.2% | $6,952+45.3% | $4,027+150.9% |
| Admin fee / account holder | $7,372 | $5,637+30.8% | $6,731+9.5% | $5,403+36.4% |