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 | $71,130 | $82,664-14.0% | $125,339-43.2% | $68,494+3.8% |
| Participation rate | 92.4% | 75.0%+17.4pp | 82.4%+10.0pp | 67.9%+24.5pp |
| Annual return | -15.86% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $7,269 | $3,381+115.0% | $4,814+51.0% | $2,596+180.0% |
| Participant deferral / active EE | $5,390 | $6,110-11.8% | $7,446-27.6% | $4,027+33.8% |
| Admin fee / account holder | $2,068 | $6,275-67.0% | $10,010-79.3% | $5,403-61.7% |