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 7-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 | $16,685 | $42,894-61.1% | $60,874-72.6% | $68,494-75.6% |
| Participation rate | 82.8% | 66.8%+16.0pp | 73.1%+9.7pp | 67.9%+14.9pp |
| Annual return | -18.33% | -13.98%-4.3pp | 16.90%-35.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $825 | $1,978-58.3% | $2,701-69.4% | $2,596-68.2% |
| Participant deferral / active EE | $2,004 | $2,867-30.1% | $3,817-47.5% | $4,027-50.2% |
| Admin fee / account holder | $1,401 | $3,101-54.8% | $3,224-56.6% | $5,403-74.1% |