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 | $38,173 | $59,805-36.2% | $79,550-52.0% | $68,494-44.3% |
| Participation rate | 95.3% | 61.1%+34.2pp | 69.5%+25.8pp | 67.9%+27.4pp |
| Annual return | -16.34% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,226 | $1,505-18.5% | $2,413-49.2% | $2,596-52.8% |
| Participant deferral / active EE | $2,440 | $3,024-19.3% | $3,985-38.8% | $4,027-39.4% |
| Admin fee / account holder | $5,895 | $4,835+21.9% | $6,832-13.7% | $5,403+9.1% |