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 | $16,904 | $46,674-63.8% | $117,472-85.6% | $68,494-75.3% |
| Participation rate | 88.0% | 56.8%+31.2pp | 70.6%+17.4pp | 67.9%+20.1pp |
| Annual return | -14.98% | -14.52%-0.5pp | 29.74%-44.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $603 | $1,505-59.9% | $4,176-85.5% | $2,596-76.8% |
| Participant deferral / active EE | $2,736 | $2,636+3.8% | $4,070-32.8% | $4,027-32.1% |
| Admin fee / account holder | $6,677 | $4,020+66.1% | $5,645+18.3% | $5,403+23.6% |