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 | $117,317 | $77,813+50.8% | $123,544-5.0% | $64,186+82.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.01% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,060 | $3,014+1.5% | $4,628-33.9% | $2,381+28.5% |
| Participant deferral / active EE | $5,589 | $5,240+6.7% | $6,426-13.0% | $3,470+61.1% |
| Admin fee / account holder | $3,522 | $5,519-36.2% | $9,284-62.1% | $4,888-27.9% |