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 | $218,851 | $73,867+196.3% | $143,757+52.2% | $68,494+219.5% |
| Participation rate | 97.5% | 66.7%+30.8pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -17.22% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $8,491 | $3,184+166.7% | $4,951+71.5% | $2,596+227.0% |
| Participant deferral / active EE | $17,691 | $3,384+422.7% | $5,637+213.8% | $4,027+339.3% |
| Admin fee / account holder | $7,028 | $5,755+22.1% | $14,673-52.1% | $5,403+30.1% |