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 | $57,786 | $64,707-10.7% | $112,228-48.5% | $68,494-15.6% |
| Participation rate | 84.4% | 67.2%+17.2pp | 75.1%+9.3pp | 67.9%+16.5pp |
| Annual return | -19.09% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,725 | $2,746+35.7% | $3,635+2.5% | $2,596+43.5% |
| Participant deferral / active EE | $7,239 | $3,565+103.1% | $4,728+53.1% | $4,027+79.8% |
| Admin fee / account holder | $1,060 | $5,232-79.7% | $6,410-83.5% | $5,403-80.4% |