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 4-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 | $95,618 | $64,707+47.8% | $112,228-14.8% | $68,494+39.6% |
| Participation rate | 93.2% | 67.2%+26.1pp | 75.1%+18.2pp | 67.9%+25.4pp |
| Annual return | -15.10% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $7,501 | $2,746+173.2% | $3,635+106.4% | $2,596+188.9% |
| Participant deferral / active EE | $5,399 | $3,565+51.4% | $4,728+14.2% | $4,027+34.1% |
| Admin fee / account holder | $12,594 | $5,232+140.7% | $6,410+96.5% | $5,403+133.1% |