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 | $40,993 | $110,094-62.8% | $151,611-73.0% | $68,494-40.2% |
| Participation rate | 98.9% | 84.0%+14.9pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | -15.51% | -10.12%-5.4pp | 3.33%-18.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,589 | $4,471-42.1% | $6,166-58.0% | $2,596-0.3% |
| Participant deferral / active EE | $4,857 | $6,527-25.6% | $8,363-41.9% | $4,027+20.6% |
| Admin fee / account holder | $6,978 | $7,719-9.6% | $11,616-39.9% | $5,403+29.2% |