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 | $18,084 | $59,805-69.8% | $79,550-77.3% | $68,494-73.6% |
| Participation rate | 98.8% | 61.1%+37.7pp | 69.5%+29.3pp | 67.9%+30.9pp |
| Annual return | -12.50% | -12.30%-0.2pp | 0.16%-12.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,699 | $1,505+79.4% | $2,413+11.9% | $2,596+4.0% |
| Participant deferral / active EE | $6,751 | $3,024+123.2% | $3,985+69.4% | $4,027+67.6% |
| Admin fee / account holder | $975 | $4,835-79.8% | $6,832-85.7% | $5,403-81.9% |