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 | $55,066 | $62,586-12.0% | $76,768-28.3% | $64,186-14.2% |
| Participation rate | 86.3% | 72.8%+13.5pp | 77.0%+9.4pp | 69.6%+16.7pp |
| Annual return | -2.93% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,387 | $1,832+30.3% | $2,485-4.0% | $2,381+0.3% |
| Participant deferral / active EE | $2,970 | $3,145-5.6% | $3,852-22.9% | $3,470-14.4% |
| Admin fee / account holder | $15,535 | $4,667+232.9% | $6,675+132.7% | $4,888+217.8% |