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 | $55,537 | $42,894+29.5% | $60,874-8.8% | $68,494-18.9% |
| Participation rate | 93.8% | 66.8%+27.1pp | 73.1%+20.7pp | 67.9%+26.0pp |
| Annual return | -15.89% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,125 | $1,978+7.4% | $2,701-21.3% | $2,596-18.1% |
| Participant deferral / active EE | $4,481 | $2,867+56.3% | $3,817+17.4% | $4,027+11.3% |
| Admin fee / account holder | $9,965 | $3,101+221.4% | $3,224+209.1% | $5,403+84.4% |