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 | $45,663 | $69,010-33.8% | $159,960-71.5% | $68,494-33.3% |
| Participation rate | 95.3% | 65.4%+29.9pp | 78.0%+17.4pp | 67.9%+27.5pp |
| Annual return | -11.56% | -9.65%-1.9pp | 408.60%-420.2pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,330 | $2,213-39.9% | $4,226-68.5% | $2,596-48.8% |
| Participant deferral / active EE | $5,321 | $4,212+26.3% | $6,182-13.9% | $4,027+32.1% |
| Admin fee / account holder | $1,693 | $4,798-64.7% | $8,698-80.5% | $5,403-68.7% |