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 | $76,168 | $79,633-4.4% | $93,789-18.8% | $68,494+11.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -17.72% | -0.10%-17.6pp | -11.33%-6.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,169 | $3,665+41.0% | $4,323+19.6% | $2,596+99.1% |
| Participant deferral / active EE | $9,022 | $5,158+74.9% | $6,094+48.0% | $4,027+124.0% |
| Admin fee / account holder | $28,525 | $6,871+315.1% | $7,195+296.5% | $5,403+428.0% |