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 | $53,976 | $54,229-0.5% | $70,092-23.0% | $68,494-21.2% |
| Participation rate | 96.5% | 64.5%+32.0pp | 70.5%+26.0pp | 67.9%+28.6pp |
| Annual return | -17.15% | -13.87%-3.3pp | 190.73%-207.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,670 | $2,018-17.3% | $2,559-34.7% | $2,596-35.7% |
| Participant deferral / active EE | $3,635 | $2,956+23.0% | $3,849-5.6% | $4,027-9.7% |
| Admin fee / account holder | $3,910 | $4,694-16.7% | $6,267-37.6% | $5,403-27.6% |