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 | $38,717 | $73,867-47.6% | $143,757-73.1% | $68,494-43.5% |
| Participation rate | 77.9% | 66.7%+11.3pp | 80.3%-2.4pp | 67.9%+10.1pp |
| Annual return | -17.78% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,853 | $3,184-41.8% | $4,951-62.6% | $2,596-28.6% |
| Participant deferral / active EE | $3,452 | $3,384+2.0% | $5,637-38.8% | $4,027-14.3% |
| Admin fee / account holder | $1,961 | $5,755-65.9% | $14,673-86.6% | $5,403-63.7% |