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 | $57,922 | $82,664-29.9% | $125,339-53.8% | $68,494-15.4% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -14.91% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,189 | $3,381-5.7% | $4,814-33.7% | $2,596+22.8% |
| Participant deferral / active EE | $7,915 | $6,110+29.5% | $7,446+6.3% | $4,027+96.5% |
| Admin fee / account holder | $2,155 | $6,275-65.7% | $10,010-78.5% | $5,403-60.1% |