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 6-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 | $24,502 | $49,451-50.5% | $79,550-69.2% | $66,914-63.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -12.68% | 84.25%-96.9pp | 0.16%-12.8pp | 1.58%-14.3pp |
| Employer contribution / active EE | $632 | $1,266-50.1% | $2,413-73.8% | $2,544-75.2% |
| Participant deferral / active EE | $3,291 | $3,159+4.2% | $3,985-17.4% | $4,237-22.3% |
| Admin fee / account holder | $3,720 | $595+525.6% | $6,832-45.6% | $593+527.0% |