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 | $74,763 | $60,989+22.6% | $60,874+22.8% | $66,914+11.7% |
| Participation rate | 90.1% | 74.5%+15.6pp | 73.1%+17.0pp | 69.8%+20.3pp |
| Annual return | -12.91% | -9.60%-3.3pp | 16.90%-29.8pp | 1.58%-14.5pp |
| Employer contribution / active EE | $4,576 | $2,661+72.0% | $2,701+69.4% | $2,544+79.9% |
| Participant deferral / active EE | $5,164 | $3,615+42.8% | $3,817+35.3% | $4,237+21.9% |
| Admin fee / account holder | $11,309 | $338+3241.4% | $3,224+250.8% | $593+1806.3% |