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 | $46,053 | $54,350-15.3% | $82,719-44.3% | $68,494-32.8% |
| Participation rate | 88.3% | 63.9%+24.4pp | 72.6%+15.7pp | 67.9%+20.4pp |
| Annual return | -15.65% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,131 | $2,218+86.3% | $3,009+37.3% | $2,596+59.1% |
| Participant deferral / active EE | $6,592 | $3,246+103.1% | $4,395+50.0% | $4,027+63.7% |
| Admin fee / account holder | $8,815 | $4,395+100.5% | $5,329+65.4% | $5,403+63.2% |