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 | $31,917 | $58,320-45.3% | $86,436-63.1% | $66,914-52.3% |
| Participation rate | 95.0% | 78.6%+16.5pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -0.89% | -9.71%+8.8pp | 4394.89%-4395.8pp | 1.58%-2.5pp |
| Employer contribution / active EE | $4,745 | $2,615+81.4% | $3,769+25.9% | $2,544+86.5% |
| Participant deferral / active EE | $10,280 | $6,899+49.0% | $6,952+47.9% | $4,237+142.6% |
| Admin fee / account holder | $382 | $546-30.0% | $6,731-94.3% | $593-35.6% |