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 | $121,679 | $82,664+47.2% | $125,339-2.9% | $68,494+77.6% |
| Participation rate | 95.5% | 75.0%+20.5pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -18.93% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,594 | $3,381+6.3% | $4,814-25.3% | $2,596+38.4% |
| Participant deferral / active EE | $7,025 | $6,110+15.0% | $7,446-5.7% | $4,027+74.4% |
| Admin fee / account holder | $4,744 | $6,275-24.4% | $10,010-52.6% | $5,403-12.2% |