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 | $57,610 | $82,664-30.3% | $125,339-54.0% | $68,494-15.9% |
| Participation rate | 83.0% | 75.0%+7.9pp | 82.4%+0.6pp | 67.9%+15.1pp |
| Annual return | -14.43% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,477 | $3,381+2.8% | $4,814-27.8% | $2,596+33.9% |
| Participant deferral / active EE | $8,264 | $6,110+35.2% | $7,446+11.0% | $4,027+105.2% |
| Admin fee / account holder | $6,934 | $6,275+10.5% | $10,010-30.7% | $5,403+28.3% |