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 | $127,204 | $55,449+129.4% | $83,848+51.7% | $56,287+126.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -7.44% | -1.38%-6.1pp | 850.88%-858.3pp | -9.96%+2.5pp |
| Employer contribution / active EE | $9,495 | $2,430+290.7% | $3,631+161.5% | $2,111+349.8% |
| Participant deferral / active EE | $5,887 | $2,935+100.5% | $4,082+44.2% | $3,350+75.7% |
| Admin fee / account holder | $1,720 | $656+162.2% | $5,478-68.6% | $521+230.2% |