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 | $133,991 | $73,004+83.5% | $90,749+47.6% | $68,494+95.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.85% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $6,400 | $2,193+191.8% | $2,921+119.1% | $2,596+146.5% |
| Participant deferral / active EE | $8,089 | $3,627+123.0% | $4,564+77.2% | $4,027+100.8% |
| Admin fee / account holder | $4,260 | $5,896-27.7% | $8,445-49.5% | $5,403-21.1% |