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 7-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 | $38,572 | $84,487-54.3% | $125,339-69.2% | $66,914-42.4% |
| Participation rate | 92.1% | 76.4%+15.7pp | 82.4%+9.7pp | 69.8%+22.3pp |
| Annual return | -0.47% | -8.39%+7.9pp | 572.05%-572.5pp | 1.58%-2.0pp |
| Employer contribution / active EE | $2,803 | $3,553-21.1% | $4,814-41.8% | $2,544+10.2% |
| Participant deferral / active EE | $9,439 | $6,781+39.2% | $7,446+26.8% | $4,237+122.8% |
| Admin fee / account holder | $1,619 | $685+136.3% | $10,010-83.8% | $593+172.9% |