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 | $71,572 | $58,320+22.7% | $86,436-17.2% | $66,914+7.0% |
| Participation rate | 80.4% | 78.6%+1.8pp | 80.3%+0.1pp | 69.8%+10.6pp |
| Annual return | -13.43% | -9.71%-3.7pp | 4394.89%-4408.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $7,707 | $2,615+194.7% | $3,769+104.5% | $2,544+202.9% |
| Participant deferral / active EE | $11,507 | $6,899+66.8% | $6,952+65.5% | $4,237+171.6% |
| Admin fee / account holder | $5,838 | $546+969.4% | $6,731-13.3% | $593+884.0% |