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 | $52,878 | $73,004-27.6% | $90,749-41.7% | $68,494-22.8% |
| Participation rate | 90.1% | 70.8%+19.3pp | 75.7%+14.4pp | 67.9%+22.2pp |
| Annual return | -1.17% | -13.81%+12.6pp | -12.16%+11.0pp | -7.84%+6.7pp |
| Employer contribution / active EE | $2,036 | $2,193-7.2% | $2,921-30.3% | $2,596-21.6% |
| Participant deferral / active EE | $5,717 | $3,627+57.6% | $4,564+25.3% | $4,027+42.0% |
| Admin fee / account holder | $10,971 | $5,896+86.1% | $8,445+29.9% | $5,403+103.1% |