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 | $47,485 | $58,083-18.2% | $80,019-40.7% | $56,287-15.6% |
| Participation rate | 70.4% | 73.6%-3.2pp | 75.8%-5.4pp | 69.9%+0.6pp |
| Annual return | -5.55% | 34.61%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,825 | $1,932-5.5% | $2,468-26.1% | $2,111-13.6% |
| Participant deferral / active EE | $3,828 | $3,135+22.1% | $3,686+3.9% | $3,350+14.3% |
| Admin fee / account holder | $3,035 | $623+387.4% | $6,521-53.5% | $521+482.5% |