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 | $65,713 | $86,655-24.2% | $119,609-45.1% | $66,914-1.8% |
| Participation rate | 97.1% | 75.6%+21.6pp | 79.3%+17.9pp | 69.8%+27.3pp |
| Annual return | -17.19% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,137 | $2,536-15.7% | $4,232-49.5% | $2,544-16.0% |
| Participant deferral / active EE | $6,396 | $4,358+46.8% | $5,602+14.2% | $4,237+51.0% |
| Admin fee / account holder | $9,540 | $755+1164.1% | $10,323-7.6% | $593+1508.1% |