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 | $29,121 | $73,867-60.6% | $143,757-79.7% | $68,494-57.5% |
| Participation rate | 95.5% | 66.7%+28.8pp | 80.3%+15.2pp | 67.9%+27.6pp |
| Annual return | -16.06% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,013 | $3,184-5.4% | $4,951-39.1% | $2,596+16.0% |
| Participant deferral / active EE | $3,711 | $3,384+9.7% | $5,637-34.2% | $4,027-7.8% |
| Admin fee / account holder | $2,328 | $5,755-59.5% | $14,673-84.1% | $5,403-56.9% |