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 | $62,288 | $72,607-14.2% | $90,749-31.4% | $66,914-6.9% |
| Participation rate | 86.2% | 73.7%+12.5pp | 75.7%+10.5pp | 69.8%+16.4pp |
| Annual return | 2.03% | -12.28%+14.3pp | -12.16%+14.2pp | 1.58%+0.5pp |
| Employer contribution / active EE | $1,801 | $2,369-24.0% | $2,921-38.3% | $2,544-29.2% |
| Participant deferral / active EE | $3,344 | $3,977-15.9% | $4,564-26.7% | $4,237-21.1% |
| Admin fee / account holder | $4,681 | $707+561.9% | $8,445-44.6% | $593+689.1% |