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 | $14,247 | $53,162-73.2% | $91,220-84.4% | $68,494-79.2% |
| Participation rate | 96.4% | 63.2%+33.2pp | 73.2%+23.2pp | 67.9%+28.5pp |
| Annual return | -16.38% | -3.14%-13.2pp | 114.01%-130.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,406 | $1,709-17.7% | $2,850-50.7% | $2,596-45.8% |
| Participant deferral / active EE | $4,248 | $2,974+42.8% | $4,234+0.3% | $4,027+5.5% |
| Admin fee / account holder | $519 | $4,493-88.4% | $5,420-90.4% | $5,403-90.4% |