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 | $25,331 | $82,664-69.4% | $125,339-79.8% | $68,494-63.0% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,309 | $6,110+36.0% | $7,446+11.6% | $4,027+106.3% |
| Admin fee / account holder | $1,516 | $6,275-75.8% | $10,010-84.9% | $5,403-71.9% |