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 | $36,444 | $51,197-28.8% | $82,719-55.9% | $66,914-45.5% |
| Participation rate | 85.5% | 67.8%+17.6pp | 72.6%+12.9pp | 69.8%+15.7pp |
| Annual return | -12.37% | -9.64%-2.7pp | 701.18%-713.5pp | 1.58%-13.9pp |
| Employer contribution / active EE | $3,965 | $2,611+51.9% | $3,009+31.8% | $2,544+55.8% |
| Participant deferral / active EE | $3,301 | $3,458-4.5% | $4,395-24.9% | $4,237-22.1% |
| Admin fee / account holder | $926 | $416+122.8% | $5,329-82.6% | $593+56.1% |