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 | $6,098 | $27,641-77.9% | $61,373-90.1% | $68,494-91.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -7.90% | -13.24%+5.3pp | 338.61%-346.5pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,621 | $695+133.0% | $1,159+39.8% | $2,596-37.6% |
| Participant deferral / active EE | $767 | $1,263-39.3% | $2,125-63.9% | $4,027-81.0% |
| Admin fee / account holder | $896 | $2,010-55.4% | $2,130-57.9% | $5,403-83.4% |