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 8-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 | $21,940 | $42,548-48.4% | $74,550-70.6% | $56,287-61.0% |
| Participation rate | 83.8% | 60.5%+23.3pp | 69.1%+14.6pp | 69.9%+13.9pp |
| Annual return | -3.14% | 12.40%-15.5pp | 32.53%-35.7pp | -9.96%+6.8pp |
| Employer contribution / active EE | $916 | $855+7.1% | $1,961-53.3% | $2,111-56.6% |
| Participant deferral / active EE | $2,726 | $2,277+19.7% | $3,108-12.3% | $3,350-18.6% |
| Admin fee / account holder | $1,104 | $467+136.4% | $5,060-78.2% | $521+112.0% |