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 | $21,215 | $73,867-71.3% | $143,757-85.2% | $68,494-69.0% |
| Participation rate | 93.6% | 66.7%+26.9pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -14.31% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,082 | $3,184-34.6% | $4,951-57.9% | $2,596-19.8% |
| Participant deferral / active EE | $2,692 | $3,384-20.5% | $5,637-52.2% | $4,027-33.2% |
| Admin fee / account holder | $4,286 | $5,755-25.5% | $14,673-70.8% | $5,403-20.7% |