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 4-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 | $18,615 | $82,664-77.5% | $125,339-85.1% | $68,494-72.8% |
| Participation rate | 97.5% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -12.80% | -5.97%-6.8pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,541 | $3,381-24.9% | $4,814-47.2% | $2,596-2.1% |
| Participant deferral / active EE | $6,262 | $6,110+2.5% | $7,446-15.9% | $4,027+55.5% |
| Admin fee / account holder | $1,183 | $6,275-81.2% | $10,010-88.2% | $5,403-78.1% |