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 7-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 | $8,802 | $48,265-81.8% | $68,791-87.2% | $68,494-87.1% |
| Participation rate | 92.1% | 60.7%+31.5pp | 69.0%+23.1pp | 67.9%+24.2pp |
| Annual return | -17.89% | -12.71%-5.2pp | -6.38%-11.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,083 | $1,829-40.8% | $2,655-59.2% | $2,596-58.3% |
| Participant deferral / active EE | $2,813 | $2,867-1.9% | $3,941-28.6% | $4,027-30.1% |
| Admin fee / account holder | $1,776 | $4,355-59.2% | $4,932-64.0% | $5,403-67.1% |