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 8-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 | $29,825 | $84,487-64.7% | $125,339-76.2% | $66,914-55.4% |
| Participation rate | 97.1% | 76.4%+20.6pp | 82.4%+14.7pp | 69.8%+27.3pp |
| Annual return | -15.17% | -8.39%-6.8pp | 572.05%-587.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,646 | $3,553-53.7% | $4,814-65.8% | $2,544-35.3% |
| Participant deferral / active EE | $4,747 | $6,781-30.0% | $7,446-36.2% | $4,237+12.0% |
| Admin fee / account holder | $434 | $685-36.7% | $10,010-95.7% | $593-26.9% |