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 | $31,922 | $57,354-44.3% | $83,848-61.9% | $64,186-50.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.93% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,886 | $2,545-25.9% | $3,631-48.1% | $2,381-20.8% |
| Participant deferral / active EE | $1,984 | $2,993-33.7% | $4,082-51.4% | $3,470-42.8% |
| Admin fee / account holder | $1,435 | $4,046-64.5% | $5,478-73.8% | $4,888-70.6% |