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 | $99,019 | $66,302+49.3% | $110,238-10.2% | $56,287+75.9% |
| Participation rate | 78.3% | 74.9%+3.3pp | 79.8%-1.6pp | 69.9%+8.4pp |
| Annual return | -6.36% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $3,334 | $2,047+62.9% | $3,826-12.9% | $2,111+58.0% |
| Participant deferral / active EE | $3,315 | $3,381-2.0% | $4,672-29.0% | $3,350-1.0% |
| Admin fee / account holder | $7,360 | $698+953.6% | $8,547-13.9% | $521+1312.7% |