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 | $25,366 | $54,350-53.3% | $82,719-69.3% | $68,494-63.0% |
| Participation rate | 95.4% | 63.9%+31.5pp | 72.6%+22.9pp | 67.9%+27.5pp |
| Annual return | -15.19% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,552 | $2,218-30.1% | $3,009-48.4% | $2,596-40.2% |
| Participant deferral / active EE | $1,171 | $3,246-63.9% | $4,395-73.4% | $4,027-70.9% |
| Admin fee / account holder | $1,471 | $4,395-66.5% | $5,329-72.4% | $5,403-72.8% |