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 | $49,328 | $54,350-9.2% | $82,719-40.4% | $68,494-28.0% |
| Participation rate | 90.4% | 63.9%+26.4pp | 72.6%+17.8pp | 67.9%+22.5pp |
| Annual return | -16.19% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,866 | $2,218-15.9% | $3,009-38.0% | $2,596-28.1% |
| Participant deferral / active EE | $4,891 | $3,246+50.7% | $4,395+11.3% | $4,027+21.5% |
| Admin fee / account holder | $4,746 | $4,395+8.0% | $5,329-10.9% | $5,403-12.2% |