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 | $44,451 | $57,354-22.5% | $83,848-47.0% | $64,186-30.7% |
| Participation rate | 94.5% | 68.6%+25.9pp | 76.1%+18.4pp | 69.6%+24.9pp |
| Annual return | -6.66% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $553 | $2,545-78.3% | $3,631-84.8% | $2,381-76.8% |
| Participant deferral / active EE | $3,244 | $2,993+8.4% | $4,082-20.5% | $3,470-6.5% |
| Admin fee / account holder | $1,404 | $4,046-65.3% | $5,478-74.4% | $4,888-71.3% |