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 | $44,355 | $62,586-29.1% | $76,768-42.2% | $64,186-30.9% |
| Participation rate | 98.6% | 72.8%+25.8pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | -7.05% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,800 | $1,832+52.8% | $2,485+12.7% | $2,381+17.6% |
| Participant deferral / active EE | $3,598 | $3,145+14.4% | $3,852-6.6% | $3,470+3.7% |
| Admin fee / account holder | $2,827 | $4,667-39.4% | $6,675-57.6% | $4,888-42.2% |