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 | $24,198 | $37,393-35.3% | $77,024-68.6% | $66,914-63.8% |
| Participation rate | 94.1% | 52.9%+41.3pp | 67.9%+26.2pp | 69.8%+24.3pp |
| Annual return | -15.18% | -3.29%-11.9pp | 42.32%-57.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,693 | $1,531+141.2% | $2,812+31.3% | $2,544+45.2% |
| Participant deferral / active EE | $6,157 | $2,617+135.2% | $4,426+39.1% | $4,237+45.3% |
| Admin fee / account holder | $362 | $567-36.2% | $5,425-93.3% | $593-39.0% |