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 | $71,466 | $82,664-13.5% | $125,339-43.0% | $68,494+4.3% |
| Participation rate | 92.5% | 75.0%+17.4pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,569 | $3,381-24.0% | $4,814-46.6% | $2,596-1.0% |
| Participant deferral / active EE | $5,022 | $6,110-17.8% | $7,446-32.6% | $4,027+24.7% |
| Admin fee / account holder | $4,101 | $6,275-34.6% | $10,010-59.0% | $5,403-24.1% |