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 | $169,234 | $107,846+56.9% | $119,609+41.5% | - |
| Participation rate | 100.0% | 78.0%+22.0pp | 79.3%+20.7pp | - |
| Annual return | -12.09% | -15.20%+3.1pp | -14.97%+2.9pp | - |
| Employer contribution / active EE | $11,381 | $2,838+301.1% | $4,232+168.9% | - |
| Participant deferral / active EE | $5,159 | $4,531+13.9% | $5,602-7.9% | - |
| Admin fee / account holder | $3,283 | $73,538-95.5% | $10,323-68.2% | - |