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 | $42,140 | $57,354-26.5% | $83,848-49.7% | $64,186-34.3% |
| Participation rate | 98.9% | 68.6%+30.3pp | 76.1%+22.7pp | 69.6%+29.3pp |
| Annual return | -4.66% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,870 | $2,545-26.5% | $3,631-48.5% | $2,381-21.5% |
| Participant deferral / active EE | $4,435 | $2,993+48.2% | $4,082+8.7% | $3,470+27.8% |
| Admin fee / account holder | $10,468 | $4,046+158.8% | $5,478+91.1% | $4,888+114.2% |