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 | $53,179 | $57,354-7.3% | $83,848-36.6% | $64,186-17.1% |
| Participation rate | 97.8% | 68.6%+29.2pp | 76.1%+21.6pp | 69.6%+28.2pp |
| Annual return | -8.51% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,531 | $2,545-0.6% | $3,631-30.3% | $2,381+6.3% |
| Participant deferral / active EE | $5,616 | $2,993+87.6% | $4,082+37.6% | $3,470+61.9% |
| Admin fee / account holder | $1,532 | $4,046-62.1% | $5,478-72.0% | $4,888-68.7% |