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 | $16,768 | $73,867-77.3% | $143,757-88.3% | $68,494-75.5% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -12.78% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $705 | $3,184-77.9% | $4,951-85.8% | $2,596-72.8% |
| Participant deferral / active EE | $1,759 | $3,384-48.0% | $5,637-68.8% | $4,027-56.3% |
| Admin fee / account holder | $1,296 | $5,755-77.5% | $14,673-91.2% | $5,403-76.0% |