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 | $82,858 | $55,449+49.4% | $83,848-1.2% | $56,287+47.2% |
| Participation rate | 98.1% | 68.0%+30.1pp | 76.1%+21.9pp | 69.9%+28.2pp |
| Annual return | -4.57% | -1.38%-3.2pp | 850.88%-855.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,241 | $2,430-7.8% | $3,631-38.3% | $2,111+6.1% |
| Participant deferral / active EE | $6,445 | $2,935+119.6% | $4,082+57.9% | $3,350+92.4% |
| Admin fee / account holder | $3,048 | $656+364.6% | $5,478-44.4% | $521+485.0% |