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 8-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 | $40,205 | $84,487-52.4% | $125,339-67.9% | $66,914-39.9% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | -18.15% | -8.39%-9.8pp | 572.05%-590.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $8,682 | $3,553+144.4% | $4,814+80.4% | $2,544+241.2% |
| Participant deferral / active EE | $14,611 | $6,781+115.5% | $7,446+96.2% | $4,237+244.8% |
| Admin fee / account holder | $2,572 | $685+275.4% | $10,010-74.3% | $593+333.5% |