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 | $40,325 | $82,664-51.2% | $125,339-67.8% | $68,494-41.1% |
| Participation rate | 91.5% | 75.0%+16.5pp | 82.4%+9.2pp | 67.9%+23.7pp |
| Annual return | -15.68% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,687 | $3,381-50.1% | $4,814-64.9% | $2,596-35.0% |
| Participant deferral / active EE | $4,785 | $6,110-21.7% | $7,446-35.7% | $4,027+18.8% |
| Admin fee / account holder | $4,840 | $6,275-22.9% | $10,010-51.6% | $5,403-10.4% |