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 | $18,764 | $57,354-67.3% | $83,848-77.6% | $64,186-70.8% |
| Participation rate | 88.4% | 68.6%+19.8pp | 76.1%+12.3pp | 69.6%+18.9pp |
| Annual return | -6.80% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,528 | $2,993-49.0% | $4,082-62.6% | $3,470-56.0% |
| Admin fee / account holder | $4,586 | $4,046+13.3% | $5,478-16.3% | $4,888-6.2% |