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 | $66,923 | $55,449+20.7% | $83,848-20.2% | $56,287+18.9% |
| Participation rate | 78.3% | 68.0%+10.3pp | 76.1%+2.1pp | 69.9%+8.4pp |
| Annual return | 18.30% | -1.38%+19.7pp | 850.88%-832.6pp | -9.96%+28.3pp |
| Employer contribution / active EE | $3,780 | $2,430+55.5% | $3,631+4.1% | $2,111+79.0% |
| Participant deferral / active EE | $4,036 | $2,935+37.5% | $4,082-1.1% | $3,350+20.5% |
| Admin fee / account holder | $8,652 | $656+1219.0% | $5,478+57.9% | $521+1560.9% |