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 | $46,028 | $82,664-44.3% | $125,339-63.3% | $68,494-32.8% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -19.01% | -5.97%-13.0pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,858 | $3,381+14.1% | $4,814-19.9% | $2,596+48.6% |
| Participant deferral / active EE | $9,346 | $6,110+53.0% | $7,446+25.5% | $4,027+132.1% |
| Admin fee / account holder | $11,871 | $6,275+89.2% | $10,010+18.6% | $5,403+119.7% |