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 | $95,897 | $42,894+123.6% | $60,874+57.5% | $68,494+40.0% |
| Participation rate | 86.5% | 66.8%+19.7pp | 73.1%+13.3pp | 67.9%+18.6pp |
| Annual return | -10.13% | -13.98%+3.9pp | 16.90%-27.0pp | -7.84%-2.3pp |
| Employer contribution / active EE | $2,308 | $1,978+16.7% | $2,701-14.6% | $2,596-11.1% |
| Participant deferral / active EE | $4,211 | $2,867+46.9% | $3,817+10.3% | $4,027+4.6% |
| Admin fee / account holder | $11,080 | $3,101+257.4% | $3,224+243.7% | $5,403+105.1% |