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 | $79,811 | $79,523+0.4% | $140,016-43.0% | $56,287+41.8% |
| Participation rate | 99.0% | 85.7%+13.3pp | 87.5%+11.5pp | 69.9%+29.1pp |
| Annual return | -1.84% | 2.39%-4.2pp | 651.12%-653.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $5,664 | $3,350+69.1% | $5,606+1.0% | $2,111+168.3% |
| Participant deferral / active EE | $3,045 | $5,129-40.6% | $6,927-56.0% | $3,350-9.1% |
| Admin fee / account holder | $17,696 | $614+2780.6% | $10,705+65.3% | $521+3296.9% |