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 9-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 | $68,241 | $82,664-17.4% | $125,339-45.6% | $68,494-0.4% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.8pp | 67.9%+24.2pp |
| Annual return | -17.51% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,153 | $3,381-36.3% | $4,814-55.3% | $2,596-17.1% |
| Participant deferral / active EE | $9,981 | $6,110+63.3% | $7,446+34.0% | $4,027+147.9% |
| Admin fee / account holder | $2,750 | $6,275-56.2% | $10,010-72.5% | $5,403-49.1% |