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 | $45,103 | $46,674-3.4% | $117,472-61.6% | $68,494-34.2% |
| Participation rate | 88.3% | 56.8%+31.5pp | 70.6%+17.7pp | 67.9%+20.4pp |
| Annual return | -6.82% | -14.52%+7.7pp | 29.74%-36.6pp | -7.84%+1.0pp |
| Employer contribution / active EE | $2,397 | $1,505+59.3% | $4,176-42.6% | $2,596-7.7% |
| Participant deferral / active EE | $4,237 | $2,636+60.7% | $4,070+4.1% | $4,027+5.2% |
| Admin fee / account holder | $4,242 | $4,020+5.5% | $5,645-24.8% | $5,403-21.5% |