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 | $32,720 | $73,867-55.7% | $143,757-77.2% | $68,494-52.2% |
| Participation rate | 93.6% | 66.7%+27.0pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -16.86% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,621 | $3,184-49.1% | $4,951-67.2% | $2,596-37.5% |
| Participant deferral / active EE | $2,479 | $3,384-26.8% | $5,637-56.0% | $4,027-38.5% |
| Admin fee / account holder | $3,534 | $5,755-38.6% | $14,673-75.9% | $5,403-34.6% |