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 | $36,126 | $48,265-25.2% | $68,791-47.5% | $68,494-47.3% |
| Participation rate | 96.7% | 60.7%+36.0pp | 69.0%+27.7pp | 67.9%+28.8pp |
| Annual return | -16.11% | -12.71%-3.4pp | -6.38%-9.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $6,329 | $1,829+246.1% | $2,655+138.4% | $2,596+143.8% |
| Participant deferral / active EE | $7,169 | $2,867+150.1% | $3,941+81.9% | $4,027+78.0% |
| Admin fee / account holder | $11,778 | $4,355+170.4% | $4,932+138.8% | $5,403+118.0% |