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 8-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 | $19,808 | $59,107-66.5% | $86,436-77.1% | $68,494-71.1% |
| Participation rate | 92.1% | 75.2%+16.9pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -18.30% | -0.23%-18.1pp | 4394.89%-4413.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,266 | $2,519+69.3% | $3,769+13.2% | $2,596+64.3% |
| Participant deferral / active EE | $8,546 | $5,901+44.8% | $6,952+22.9% | $4,027+112.2% |
| Admin fee / account holder | $3,130 | $5,637-44.5% | $6,731-53.5% | $5,403-42.1% |