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 | $61,742 | $73,102-15.5% | $123,544-50.0% | $56,287+9.7% |
| Participation rate | 95.8% | 74.3%+21.5pp | 82.3%+13.5pp | 69.9%+25.9pp |
| Annual return | -4.80% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $3,179 | $2,977+6.8% | $4,628-31.3% | $2,111+50.6% |
| Participant deferral / active EE | $7,287 | $5,423+34.4% | $6,426+13.4% | $3,350+117.5% |
| Admin fee / account holder | $5,895 | $554+964.7% | $9,284-36.5% | $521+1031.7% |