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 | $24,193 | $46,674-48.2% | $117,472-79.4% | $68,494-64.7% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.70% | -14.52%-2.2pp | 29.74%-46.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $687 | $1,505-54.4% | $4,176-83.6% | $2,596-73.6% |
| Participant deferral / active EE | $1,739 | $2,636-34.0% | $4,070-57.3% | $4,027-56.8% |
| Admin fee / account holder | $6,407 | $4,020+59.4% | $5,645+13.5% | $5,403+18.6% |