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 | $41,359 | $82,664-50.0% | $125,339-67.0% | $68,494-39.6% |
| Participation rate | 93.5% | 75.0%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -14.46% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,502 | $3,381+3.6% | $4,814-27.2% | $2,596+34.9% |
| Participant deferral / active EE | $5,457 | $6,110-10.7% | $7,446-26.7% | $4,027+35.5% |
| Admin fee / account holder | $10,683 | $6,275+70.2% | $10,010+6.7% | $5,403+97.7% |