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 | $81,202 | $42,383+91.6% | $76,523+6.1% | $64,186+26.5% |
| Participation rate | 88.7% | 58.1%+30.6pp | 68.0%+20.7pp | 69.6%+19.2pp |
| Annual return | -4.19% | -16.54%+12.3pp | -0.27%-3.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,805 | $1,563+143.4% | $2,647+43.7% | $2,381+59.8% |
| Participant deferral / active EE | $7,748 | $2,566+201.9% | $3,835+102.0% | $3,470+123.3% |
| Admin fee / account holder | $2,423 | $3,198-24.2% | $4,848-50.0% | $4,888-50.4% |