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 | $125,955 | $82,664+52.4% | $125,339+0.5% | $68,494+83.9% |
| Participation rate | 96.4% | 75.0%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -18.12% | -5.97%-12.1pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,753 | $3,381+11.0% | $4,814-22.0% | $2,596+44.5% |
| Participant deferral / active EE | $5,450 | $6,110-10.8% | $7,446-26.8% | $4,027+35.3% |
| Admin fee / account holder | $2,241 | $6,275-64.3% | $10,010-77.6% | $5,403-58.5% |