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 | $207,227 | $72,404+186.2% | $110,238+88.0% | $64,186+222.9% |
| Participation rate | 95.5% | 73.3%+22.1pp | 79.8%+15.6pp | 69.6%+25.9pp |
| Annual return | -6.30% | -6.29%0pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,409 | $2,282+49.4% | $3,826-10.9% | $2,381+43.2% |
| Participant deferral / active EE | $6,650 | $3,469+91.7% | $4,672+42.3% | $3,470+91.7% |
| Admin fee / account holder | $5,369 | $5,664-5.2% | $8,547-37.2% | $4,888+9.8% |