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 | $225,584 | $110,094+104.9% | $151,611+48.8% | $68,494+229.3% |
| Participation rate | 79.6% | 84.0%-4.4pp | 87.5%-7.9pp | 67.9%+11.7pp |
| Annual return | -16.61% | -10.12%-6.5pp | 3.33%-19.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,981 | $4,471+33.8% | $6,166-3.0% | $2,596+130.4% |
| Participant deferral / active EE | $12,792 | $6,527+96.0% | $8,363+53.0% | $4,027+217.6% |
| Admin fee / account holder | $10,001 | $7,719+29.6% | $11,616-13.9% | $5,403+85.1% |