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 | $32,794 | $54,229-39.5% | $70,092-53.2% | $68,494-52.1% |
| Participation rate | 96.8% | 64.5%+32.4pp | 70.5%+26.4pp | 67.9%+29.0pp |
| Annual return | -16.67% | -13.87%-2.8pp | 190.73%-207.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,196 | $2,018+8.8% | $2,559-14.2% | $2,596-15.4% |
| Participant deferral / active EE | $4,281 | $2,956+44.9% | $3,849+11.2% | $4,027+6.3% |
| Admin fee / account holder | $3,007 | $4,694-36.0% | $6,267-52.0% | $5,403-44.4% |