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 | $36,483 | $47,977-24.0% | $154,107-76.3% | $56,287-35.2% |
| Participation rate | 84.6% | 66.2%+18.4pp | 83.0%+1.5pp | 69.9%+14.7pp |
| Annual return | -1.18% | 3.54%-4.7pp | 735.12%-736.3pp | -9.96%+8.8pp |
| Employer contribution / active EE | $1,315 | $2,169-39.4% | $5,298-75.2% | $2,111-37.7% |
| Participant deferral / active EE | $2,419 | $2,392+1.1% | $5,081-52.4% | $3,350-27.8% |
| Admin fee / account holder | $458 | $438+4.5% | $13,411-96.6% | $521-12.1% |