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 | $33,384 | $61,660-45.9% | $80,019-58.3% | $64,186-48.0% |
| Participation rate | 91.7% | 71.7%+20.0pp | 75.8%+15.8pp | 69.6%+22.1pp |
| Annual return | -4.75% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,092 | $1,810+236.5% | $2,468+146.8% | $2,381+155.9% |
| Participant deferral / active EE | $8,301 | $2,968+179.7% | $3,686+125.2% | $3,470+139.2% |
| Admin fee / account holder | $2,100 | $5,417-61.2% | $6,521-67.8% | $4,888-57.0% |