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 | $18,345 | $73,867-75.2% | $143,757-87.2% | $68,494-73.2% |
| Participation rate | 94.3% | 66.7%+27.7pp | 80.3%+14.0pp | 67.9%+26.5pp |
| Annual return | -9.61% | 1.01%-10.6pp | -0.04%-9.6pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,073 | $3,184-66.3% | $4,951-78.3% | $2,596-58.7% |
| Participant deferral / active EE | $3,329 | $3,384-1.7% | $5,637-41.0% | $4,027-17.3% |
| Admin fee / account holder | $817 | $5,755-85.8% | $14,673-94.4% | $5,403-84.9% |