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 | $188,393 | $73,867+155.0% | $143,757+31.0% | $68,494+175.0% |
| Participation rate | 90.7% | 66.7%+24.1pp | 80.3%+10.4pp | 67.9%+22.9pp |
| Annual return | -14.58% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $7,434 | $3,184+133.5% | $4,951+50.2% | $2,596+186.3% |
| Participant deferral / active EE | $10,030 | $3,384+196.4% | $5,637+77.9% | $4,027+149.1% |
| Admin fee / account holder | $35,691 | $5,755+520.2% | $14,673+143.2% | $5,403+560.6% |