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 | $198,615 | $73,867+168.9% | $143,757+38.2% | $68,494+190.0% |
| Participation rate | 93.6% | 66.7%+27.0pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -16.77% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $12,003 | $3,184+276.9% | $4,951+142.4% | $2,596+362.3% |
| Participant deferral / active EE | $7,974 | $3,384+135.6% | $5,637+41.5% | $4,027+98.0% |
| Admin fee / account holder | $12,302 | $5,755+113.8% | $14,673-16.2% | $5,403+127.7% |