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 | $44,153 | $71,883-38.6% | $86,677-49.1% | $68,494-35.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.43% | 3.52%-21.0pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,598 | $2,173+65.6% | $2,836+26.8% | $2,596+38.6% |
| Participant deferral / active EE | $5,452 | $3,779+44.3% | $4,656+17.1% | $4,027+35.4% |
| Admin fee / account holder | $26,140 | $6,112+327.7% | $7,493+248.8% | $5,403+383.8% |