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 | $54,071 | $59,805-9.6% | $79,550-32.0% | $68,494-21.1% |
| Participation rate | 84.3% | 61.1%+23.3pp | 69.5%+14.9pp | 67.9%+16.4pp |
| Annual return | -18.11% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,409 | $1,505-6.3% | $2,413-41.6% | $2,596-45.7% |
| Participant deferral / active EE | $3,315 | $3,024+9.6% | $3,985-16.8% | $4,027-17.7% |
| Admin fee / account holder | $9,310 | $4,835+92.6% | $6,832+36.3% | $5,403+72.3% |