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 | $194,813 | $89,265+118.2% | $86,436+125.4% | - |
| Participation rate | 100.0% | 72.3%+27.7pp | 80.3%+19.7pp | - |
| Annual return | -15.52% | 5.21%-20.7pp | 4394.89%-4410.4pp | - |
| Employer contribution / active EE | $17,328 | $2,858+506.3% | $3,769+359.8% | - |
| Participant deferral / active EE | $8,826 | $6,641+32.9% | $6,952+27.0% | - |
| Admin fee / account holder | $1,197 | $4,433-73.0% | $6,731-82.2% | - |