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 | $64,942 | $53,162+22.2% | $91,220-28.8% | $68,494-5.2% |
| Participation rate | 84.0% | 63.2%+20.8pp | 73.2%+10.8pp | 67.9%+16.2pp |
| Annual return | -16.34% | -3.14%-13.2pp | 114.01%-130.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $645 | $1,709-62.2% | $2,850-77.4% | $2,596-75.1% |
| Participant deferral / active EE | $4,153 | $2,974+39.7% | $4,234-1.9% | $4,027+3.1% |
| Admin fee / account holder | $2,789 | $4,493-37.9% | $5,420-48.5% | $5,403-48.4% |