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 | $50,161 | $73,102-31.4% | $123,544-59.4% | $56,287-10.9% |
| Participation rate | 75.9% | 74.3%+1.5pp | 82.3%-6.4pp | 69.9%+6.0pp |
| Annual return | -3.35% | 3.01%-6.4pp | 119.20%-122.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $3,541 | $2,977+19.0% | $4,628-23.5% | $2,111+67.7% |
| Participant deferral / active EE | $3,628 | $5,423-33.1% | $6,426-43.5% | $3,350+8.3% |
| Admin fee / account holder | $530 | $554-4.3% | $9,284-94.3% | $521+1.8% |