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 | $17,553 | $49,177-64.3% | $79,464-77.9% | $64,186-72.7% |
| Participation rate | 76.3% | 65.0%+11.2pp | 73.3%+2.9pp | 69.6%+6.7pp |
| Annual return | -7.87% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,224 | $2,076+7.1% | $2,800-20.6% | $2,381-6.6% |
| Participant deferral / active EE | $4,400 | $2,821+55.9% | $3,704+18.8% | $3,470+26.8% |
| Admin fee / account holder | $1,706 | $3,839-55.6% | $5,113-66.6% | $4,888-65.1% |