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 | $61,338 | $62,586-2.0% | $76,768-20.1% | $64,186-4.4% |
| Participation rate | 89.9% | 72.8%+17.1pp | 77.0%+12.9pp | 69.6%+20.3pp |
| Annual return | -6.41% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,436 | $1,832-21.6% | $2,485-42.2% | $2,381-39.7% |
| Participant deferral / active EE | $4,093 | $3,145+30.2% | $3,852+6.3% | $3,470+18.0% |
| Admin fee / account holder | $4,730 | $4,667+1.3% | $6,675-29.1% | $4,888-3.2% |