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 | $35,761 | $57,354-37.6% | $83,848-57.4% | $64,186-44.3% |
| Participation rate | 96.8% | 68.6%+28.2pp | 76.1%+20.7pp | 69.6%+27.2pp |
| Annual return | -0.80% | 11.38%-12.2pp | 850.88%-851.7pp | 7.63%-8.4pp |
| Employer contribution / active EE | $2,086 | $2,545-18.0% | $3,631-42.5% | $2,381-12.4% |
| Participant deferral / active EE | $2,373 | $2,993-20.7% | $4,082-41.9% | $3,470-31.6% |
| Admin fee / account holder | $735 | $4,046-81.8% | $5,478-86.6% | $4,888-85.0% |