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 9-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 | $102,957 | $42,894+140.0% | $60,874+69.1% | $68,494+50.3% |
| Participation rate | 94.4% | 66.8%+27.6pp | 73.1%+21.3pp | 67.9%+26.5pp |
| Annual return | -12.79% | -13.98%+1.2pp | 16.90%-29.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,991 | $1,978+51.2% | $2,701+10.7% | $2,596+15.2% |
| Participant deferral / active EE | $916 | $2,867-68.1% | $3,817-76.0% | $4,027-77.3% |
| Admin fee / account holder | $2,704 | $3,101-12.8% | $3,224-16.1% | $5,403-50.0% |