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 | $13,634 | $48,265-71.8% | $68,791-80.2% | $68,494-80.1% |
| Participation rate | 95.6% | 60.7%+34.9pp | 69.0%+26.6pp | 67.9%+27.7pp |
| Annual return | -14.50% | -12.71%-1.8pp | -6.38%-8.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,710 | $1,829+48.2% | $2,655+2.1% | $2,596+4.4% |
| Participant deferral / active EE | $4,818 | $2,867+68.1% | $3,941+22.2% | $4,027+19.6% |
| Admin fee / account holder | $543 | $4,355-87.5% | $4,932-89.0% | $5,403-89.9% |