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 | $83,097 | $72,607+14.4% | $90,749-8.4% | $66,914+24.2% |
| Participation rate | 89.5% | 73.7%+15.8pp | 75.7%+13.8pp | 69.8%+19.7pp |
| Annual return | -17.27% | -12.28%-5.0pp | -12.16%-5.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $4,051 | $2,369+71.0% | $2,921+38.7% | $2,544+59.2% |
| Participant deferral / active EE | $3,503 | $3,977-11.9% | $4,564-23.2% | $4,237-17.3% |
| Admin fee / account holder | $1,753 | $707+147.8% | $8,445-79.2% | $593+195.5% |