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 | $51,926 | $72,607-28.5% | $90,749-42.8% | $66,914-22.4% |
| Participation rate | 93.7% | 73.7%+20.0pp | 75.7%+18.0pp | 69.8%+23.9pp |
| Annual return | -10.48% | -12.28%+1.8pp | -12.16%+1.7pp | 1.58%-12.1pp |
| Employer contribution / active EE | $2,566 | $2,369+8.3% | $2,921-12.1% | $2,544+0.9% |
| Participant deferral / active EE | $5,371 | $3,977+35.0% | $4,564+17.7% | $4,237+26.8% |
| Admin fee / account holder | $11,682 | $707+1551.7% | $8,445+38.3% | $593+1869.1% |