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 | $91,545 | $27,641+231.2% | $61,373+49.2% | $68,494+33.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -19.14% | -13.24%-5.9pp | 338.61%-357.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,386 | $695+99.3% | $1,159+19.5% | $2,596-46.6% |
| Participant deferral / active EE | $6,930 | $1,263+448.6% | $2,125+226.1% | $4,027+72.1% |
| Admin fee / account holder | $3,004 | $2,010+49.4% | $2,130+41.0% | $5,403-44.4% |