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 | $34,539 | $77,813-55.6% | $123,544-72.0% | $64,186-46.2% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -7.35% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,817 | $3,014-39.7% | $4,628-60.7% | $2,381-23.7% |
| Participant deferral / active EE | $5,674 | $5,240+8.3% | $6,426-11.7% | $3,470+63.5% |
| Admin fee / account holder | $585 | $5,519-89.4% | $9,284-93.7% | $4,888-88.0% |