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 | $63,721 | $71,883-11.4% | $86,677-26.5% | $68,494-7.0% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -15.33% | 3.52%-18.9pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,532 | $2,173+16.5% | $2,836-10.7% | $2,596-2.5% |
| Participant deferral / active EE | $4,791 | $3,779+26.8% | $4,656+2.9% | $4,027+19.0% |
| Admin fee / account holder | $2,910 | $6,112-52.4% | $7,493-61.2% | $5,403-46.1% |