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 | $43,430 | $71,883-39.6% | $86,677-49.9% | $68,494-36.6% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.4pp | 67.9%+30.0pp |
| Annual return | -12.60% | 3.52%-16.1pp | 35.91%-48.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,541 | $2,173+63.0% | $2,836+24.8% | $2,596+36.4% |
| Participant deferral / active EE | $2,908 | $3,779-23.0% | $4,656-37.5% | $4,027-27.8% |
| Admin fee / account holder | $12,573 | $6,112+105.7% | $7,493+67.8% | $5,403+132.7% |