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 | $56,559 | $72,404-21.9% | $110,238-48.7% | $64,186-11.9% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.8pp |
| Annual return | -7.14% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,744 | $2,282+20.3% | $3,826-28.3% | $2,381+15.3% |
| Participant deferral / active EE | $5,354 | $3,469+54.3% | $4,672+14.6% | $3,470+54.3% |
| Admin fee / account holder | $5,001 | $5,664-11.7% | $8,547-41.5% | $4,888+2.3% |