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 | $29,865 | $48,265-38.1% | $68,791-56.6% | $68,494-56.4% |
| Participation rate | 81.6% | 60.7%+21.0pp | 69.0%+12.6pp | 67.9%+13.7pp |
| Annual return | -15.16% | -12.71%-2.5pp | -6.38%-8.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,114 | $2,867+43.5% | $3,941+4.4% | $4,027+2.1% |
| Admin fee / account holder | $6,514 | $4,355+49.6% | $4,932+32.1% | $5,403+20.6% |