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 4-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 | $33,193 | $46,674-28.9% | $117,472-71.7% | $68,494-51.5% |
| Participation rate | 95.8% | 56.8%+39.1pp | 70.6%+25.2pp | 67.9%+27.9pp |
| Annual return | -16.11% | -14.52%-1.6pp | 29.74%-45.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,033 | $1,505+168.0% | $4,176-3.4% | $2,596+55.3% |
| Participant deferral / active EE | $4,063 | $2,636+54.1% | $4,070-0.2% | $4,027+0.9% |
| Admin fee / account holder | $3,476 | $4,020-13.5% | $5,645-38.4% | $5,403-35.7% |