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 | $23,889 | $59,107-59.6% | $86,436-72.4% | $68,494-65.1% |
| Participation rate | 91.3% | 75.2%+16.1pp | 80.3%+11.0pp | 67.9%+23.4pp |
| Annual return | -12.73% | -0.23%-12.5pp | 4394.89%-4407.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,203 | $2,519-52.3% | $3,769-68.1% | $2,596-53.7% |
| Participant deferral / active EE | $2,963 | $5,901-49.8% | $6,952-57.4% | $4,027-26.4% |
| Admin fee / account holder | $1,020 | $5,637-81.9% | $6,731-84.8% | $5,403-81.1% |