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 | $19,273 | $73,867-73.9% | $143,757-86.6% | $68,494-71.9% |
| Participation rate | 82.4% | 66.7%+15.8pp | 80.3%+2.1pp | 67.9%+14.5pp |
| Annual return | -18.09% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,170 | $3,184-63.3% | $4,951-76.4% | $2,596-55.0% |
| Participant deferral / active EE | $2,633 | $3,384-22.2% | $5,637-53.3% | $4,027-34.6% |
| Admin fee / account holder | $2,604 | $5,755-54.8% | $14,673-82.3% | $5,403-51.8% |