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 | $32,969 | $73,867-55.4% | $143,757-77.1% | $68,494-51.9% |
| Participation rate | 91.4% | 66.7%+24.7pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -16.50% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,259 | $3,184-60.5% | $4,951-74.6% | $2,596-51.5% |
| Participant deferral / active EE | $1,945 | $3,384-42.5% | $5,637-65.5% | $4,027-51.7% |
| Admin fee / account holder | $1,621 | $5,755-71.8% | $14,673-89.0% | $5,403-70.0% |