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 | $57,691 | $64,707-10.8% | $112,228-48.6% | $68,494-15.8% |
| Participation rate | 72.1% | 67.2%+4.9pp | 75.1%-3.0pp | 67.9%+4.2pp |
| Annual return | -15.62% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,229 | $2,746-55.3% | $3,635-66.2% | $2,596-52.7% |
| Participant deferral / active EE | $1,876 | $3,565-47.4% | $4,728-60.3% | $4,027-53.4% |
| Admin fee / account holder | $616 | $5,232-88.2% | $6,410-90.4% | $5,403-88.6% |