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 | $41,986 | $72,607-42.2% | $90,749-53.7% | $66,914-37.3% |
| Participation rate | 89.1% | 73.7%+15.4pp | 75.7%+13.4pp | 69.8%+19.3pp |
| Annual return | -16.48% | -12.28%-4.2pp | -12.16%-4.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,907 | $2,369-19.5% | $2,921-34.7% | $2,544-25.0% |
| Participant deferral / active EE | $4,715 | $3,977+18.5% | $4,564+3.3% | $4,237+11.3% |
| Admin fee / account holder | $1,419 | $707+100.6% | $8,445-83.2% | $593+139.2% |