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 | $38,339 | $71,883-46.7% | $86,677-55.8% | $68,494-44.0% |
| Participation rate | 86.7% | 72.2%+14.5pp | 76.6%+10.2pp | 67.9%+18.9pp |
| Annual return | -16.50% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,662 | $2,173+22.5% | $2,836-6.2% | $2,596+2.5% |
| Participant deferral / active EE | $5,818 | $3,779+54.0% | $4,656+25.0% | $4,027+44.5% |
| Admin fee / account holder | $4,956 | $6,112-18.9% | $7,493-33.9% | $5,403-8.3% |