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 6-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 | $23,668 | $64,119-63.1% | $112,228-78.9% | $66,914-64.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -13.26% | -13.81%+0.5pp | 27.45%-40.7pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,508 | $3,005-16.5% | $3,635-31.0% | $2,544-1.4% |
| Participant deferral / active EE | $3,204 | $3,693-13.2% | $4,728-32.2% | $4,237-24.4% |
| Admin fee / account holder | $2,952 | $625+372.1% | $6,410-54.0% | $593+397.5% |