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 | $47,553 | $84,487-43.7% | $125,339-62.1% | $66,914-28.9% |
| Participation rate | 73.7% | 76.4%-2.7pp | 82.4%-8.6pp | 69.8%+3.9pp |
| Annual return | -17.72% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,737 | $3,553-51.1% | $4,814-63.9% | $2,544-31.7% |
| Participant deferral / active EE | $7,151 | $6,781+5.5% | $7,446-4.0% | $4,237+68.8% |
| Admin fee / account holder | $303 | $685-55.7% | $10,010-97.0% | $593-48.9% |