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 9-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 | $31,826 | $82,664-61.5% | $125,339-74.6% | $68,494-53.5% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -4.96% | -5.97%+1.0pp | 572.05%-577.0pp | -7.84%+2.9pp |
| Employer contribution / active EE | $7,341 | $3,381+117.1% | $4,814+52.5% | $2,596+182.8% |
| Participant deferral / active EE | $9,609 | $6,110+57.3% | $7,446+29.0% | $4,027+138.6% |
| Admin fee / account holder | $3,174 | $6,275-49.4% | $10,010-68.3% | $5,403-41.2% |