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 | $58,317 | $110,094-47.0% | $151,611-61.5% | $68,494-14.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.99% | -10.12%-0.9pp | 3.33%-14.3pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,463 | $4,471-44.9% | $6,166-60.1% | $2,596-5.2% |
| Participant deferral / active EE | $5,190 | $6,527-20.5% | $8,363-37.9% | $4,027+28.9% |
| Admin fee / account holder | $7,791 | $7,719+0.9% | $11,616-32.9% | $5,403+44.2% |