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 | $75,573 | $37,393+102.1% | $77,024-1.9% | $66,914+12.9% |
| Participation rate | 90.4% | 52.9%+37.5pp | 67.9%+22.4pp | 69.8%+20.5pp |
| Annual return | -17.62% | -3.29%-14.3pp | 42.32%-59.9pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,800 | $1,531+17.6% | $2,812-36.0% | $2,544-29.2% |
| Participant deferral / active EE | $5,771 | $2,617+120.5% | $4,426+30.4% | $4,237+36.2% |
| Admin fee / account holder | $6,002 | $567+959.1% | $5,425+10.6% | $593+911.8% |