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 | $22,111 | $58,577-62.3% | $83,333-73.5% | $64,186-65.6% |
| Participation rate | 94.8% | 72.0%+22.8pp | 77.8%+17.0pp | 69.6%+25.2pp |
| Annual return | -4.13% | 9.65%-13.8pp | 10.63%-14.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,383 | $4,654+101.6% | $5,565+68.6% | $3,470+170.4% |
| Admin fee / account holder | $3,204 | $9,275-65.5% | $7,510-57.3% | $4,888-34.4% |