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 | $31,749 | $54,229-41.5% | $70,092-54.7% | $68,494-53.6% |
| Participation rate | 88.3% | 64.5%+23.8pp | 70.5%+17.8pp | 67.9%+20.4pp |
| Annual return | -14.01% | -13.87%-0.1pp | 190.73%-204.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,267 | $2,018+12.3% | $2,559-11.4% | $2,596-12.7% |
| Participant deferral / active EE | $2,877 | $2,956-2.7% | $3,849-25.3% | $4,027-28.6% |
| Admin fee / account holder | $5,355 | $4,694+14.1% | $6,267-14.5% | $5,403-0.9% |