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 | $64,989 | $82,664-21.4% | $125,339-48.1% | $68,494-5.1% |
| Participation rate | 98.4% | 75.0%+23.4pp | 82.4%+16.1pp | 67.9%+30.5pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,080 | $3,381-38.5% | $4,814-56.8% | $2,596-19.9% |
| Participant deferral / active EE | $5,294 | $6,110-13.4% | $7,446-28.9% | $4,027+31.5% |
| Admin fee / account holder | $353 | $6,275-94.4% | $10,010-96.5% | $5,403-93.5% |