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 | $115,655 | $82,664+39.9% | $125,339-7.7% | $68,494+68.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.00% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $10,554 | $3,381+212.1% | $4,814+119.2% | $2,596+306.5% |
| Participant deferral / active EE | $12,179 | $6,110+99.3% | $7,446+63.6% | $4,027+202.4% |
| Admin fee / account holder | $655 | $6,275-89.6% | $10,010-93.5% | $5,403-87.9% |