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 | $80,834 | $54,350+48.7% | $82,719-2.3% | $68,494+18.0% |
| Participation rate | 96.8% | 63.9%+32.9pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -13.94% | -13.67%-0.3pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,665 | $2,218+20.1% | $3,009-11.4% | $2,596+2.6% |
| Participant deferral / active EE | $3,984 | $3,246+22.7% | $4,395-9.4% | $4,027-1.1% |
| Admin fee / account holder | $4,631 | $4,395+5.4% | $5,329-13.1% | $5,403-14.3% |