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 | $87,796 | $86,655+1.3% | $119,609-26.6% | $66,914+31.2% |
| Participation rate | 75.8% | 75.6%+0.2pp | 79.3%-3.5pp | 69.8%+6.0pp |
| Annual return | -14.89% | -8.00%-6.9pp | -14.97%+0.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,809 | $2,536-28.7% | $4,232-57.2% | $2,544-28.9% |
| Participant deferral / active EE | $3,371 | $4,358-22.6% | $5,602-39.8% | $4,237-20.4% |
| Admin fee / account holder | $6,061 | $755+703.1% | $10,323-41.3% | $593+921.7% |