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 | $80,584 | $82,664-2.5% | $125,339-35.7% | $68,494+17.7% |
| Participation rate | 92.2% | 75.0%+17.2pp | 82.4%+9.8pp | 67.9%+24.3pp |
| Annual return | -16.05% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,053 | $3,381-9.7% | $4,814-36.6% | $2,596+17.6% |
| Participant deferral / active EE | $5,588 | $6,110-8.6% | $7,446-25.0% | $4,027+38.8% |
| Admin fee / account holder | $8,013 | $6,275+27.7% | $10,010-19.9% | $5,403+48.3% |