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 | $43,714 | $49,177-11.1% | $79,464-45.0% | $64,186-31.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.11% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,798 | $2,076+82.9% | $2,800+35.6% | $2,381+59.5% |
| Participant deferral / active EE | $1,789 | $2,821-36.6% | $3,704-51.7% | $3,470-48.4% |
| Admin fee / account holder | $5,714 | $3,839+48.9% | $5,113+11.8% | $4,888+16.9% |