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 | $27,561 | $49,280-44.1% | $67,313-59.1% | $64,186-57.1% |
| Participation rate | 97.2% | 60.8%+36.4pp | 69.1%+28.1pp | 69.6%+27.7pp |
| Annual return | -6.47% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $897 | $1,668-46.3% | $2,566-65.1% | $2,381-62.3% |
| Participant deferral / active EE | $3,241 | $2,484+30.5% | $3,568-9.2% | $3,470-6.6% |
| Admin fee / account holder | $1,236 | $3,863-68.0% | $4,507-72.6% | $4,888-74.7% |