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 | $69,111 | $54,229+27.4% | $70,092-1.4% | $68,494+0.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -10.37% | -13.87%+3.5pp | 190.73%-201.1pp | -7.84%-2.5pp |
| Employer contribution / active EE | $8,102 | $2,018+301.4% | $2,559+216.6% | $2,596+212.1% |
| Participant deferral / active EE | $3,668 | $2,956+24.1% | $3,849-4.7% | $4,027-8.9% |
| Admin fee / account holder | $3,908 | $4,694-16.7% | $6,267-37.6% | $5,403-27.7% |