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 9-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 | $34,310 | $86,655-60.4% | $119,609-71.3% | $66,914-48.7% |
| Participation rate | 98.0% | 75.6%+22.5pp | 79.3%+18.8pp | 69.8%+28.2pp |
| Annual return | -16.26% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,730 | $2,536-31.8% | $4,232-59.1% | $2,544-32.0% |
| Participant deferral / active EE | $4,402 | $4,358+1.0% | $5,602-21.4% | $4,237+3.9% |
| Admin fee / account holder | $7,647 | $755+913.3% | $10,323-25.9% | $593+1189.0% |