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 | $37,236 | $82,664-55.0% | $125,339-70.3% | $68,494-45.6% |
| Participation rate | 96.3% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -2.54% | -5.97%+3.4pp | 572.05%-574.6pp | -7.84%+5.3pp |
| Employer contribution / active EE | $4,794 | $3,381+41.8% | $4,814-0.4% | $2,596+84.6% |
| Participant deferral / active EE | $10,119 | $6,110+65.6% | $7,446+35.9% | $4,027+151.3% |
| Admin fee / account holder | $2,353 | $6,275-62.5% | $10,010-76.5% | $5,403-56.5% |