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 | $31,524 | $59,186-46.7% | $76,768-58.9% | $56,287-44.0% |
| Participation rate | 84.6% | 75.2%+9.4pp | 77.0%+7.7pp | 69.9%+14.8pp |
| Annual return | -5.84% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,813 | $1,759+3.1% | $2,485-27.0% | $2,111-14.1% |
| Participant deferral / active EE | $4,522 | $3,255+38.9% | $3,852+17.4% | $3,350+35.0% |
| Admin fee / account holder | $6,607 | $489+1250.9% | $6,675-1.0% | $521+1168.4% |