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 | $49,002 | $62,586-21.7% | $76,768-36.2% | $64,186-23.7% |
| Participation rate | 82.6% | 72.8%+9.7pp | 77.0%+5.6pp | 69.6%+13.0pp |
| Annual return | -5.12% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,581 | $1,832+40.9% | $2,485+3.9% | $2,381+8.4% |
| Participant deferral / active EE | $4,753 | $3,145+51.2% | $3,852+23.4% | $3,470+37.0% |
| Admin fee / account holder | $4,478 | $4,667-4.0% | $6,675-32.9% | $4,888-8.4% |