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 | $20,071 | $82,664-75.7% | $125,339-84.0% | $68,494-70.7% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -11.50% | -5.97%-5.5pp | 572.05%-583.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,574 | $3,381-23.9% | $4,814-46.5% | $2,596-0.9% |
| Participant deferral / active EE | $2,789 | $6,110-54.4% | $7,446-62.5% | $4,027-30.8% |
| Admin fee / account holder | $3,262 | $6,275-48.0% | $10,010-67.4% | $5,403-39.6% |