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 | $36,411 | $54,726-33.5% | $68,793-47.1% | $64,186-43.3% |
| Participation rate | 94.2% | 68.0%+26.2pp | 72.2%+22.0pp | 69.6%+24.6pp |
| Annual return | -4.43% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,044 | $1,846-43.4% | $2,625-60.2% | $2,381-56.1% |
| Participant deferral / active EE | $4,511 | $2,626+71.8% | $3,311+36.2% | $3,470+30.0% |
| Admin fee / account holder | $7,384 | $4,027+83.4% | $5,131+43.9% | $4,888+51.1% |