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 | $27,706 | $77,813-64.4% | $123,544-77.6% | $64,186-56.8% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.2pp |
| Annual return | -5.70% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,675 | $3,014-44.4% | $4,628-63.8% | $2,381-29.6% |
| Participant deferral / active EE | $3,214 | $5,240-38.7% | $6,426-50.0% | $3,470-7.4% |
| Admin fee / account holder | $2,651 | $5,519-52.0% | $9,284-71.4% | $4,888-45.8% |