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 | $46,533 | $77,813-40.2% | $123,544-62.3% | $64,186-27.5% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -7.41% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,659 | $3,014+21.4% | $4,628-20.9% | $2,381+53.7% |
| Participant deferral / active EE | $4,965 | $5,240-5.3% | $6,426-22.7% | $3,470+43.1% |
| Admin fee / account holder | $1,073 | $5,519-80.6% | $9,284-88.4% | $4,888-78.0% |