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 | $68,018 | $82,664-17.7% | $125,339-45.7% | $68,494-0.7% |
| Participation rate | 93.1% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -13.95% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,546 | $3,381-24.7% | $4,814-47.1% | $2,596-1.9% |
| Participant deferral / active EE | $3,541 | $6,110-42.1% | $7,446-52.4% | $4,027-12.1% |
| Admin fee / account holder | $975 | $6,275-84.5% | $10,010-90.3% | $5,403-81.9% |