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 | $70,718 | $81,900-13.7% | $119,609-40.9% | $68,494+3.2% |
| Participation rate | 86.8% | 71.9%+14.9pp | 79.3%+7.6pp | 67.9%+19.0pp |
| Annual return | -15.84% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,872 | $2,693+6.6% | $4,232-32.1% | $2,596+10.6% |
| Participant deferral / active EE | $5,420 | $4,148+30.7% | $5,602-3.3% | $4,027+34.6% |
| Admin fee / account holder | $21,928 | $6,582+233.2% | $10,323+112.4% | $5,403+305.9% |