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 6-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 | $42,469 | $65,435-35.1% | $86,677-51.0% | $66,914-36.5% |
| Participation rate | 83.7% | 75.5%+8.2pp | 76.6%+7.1pp | 69.8%+13.9pp |
| Annual return | -15.08% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,658 | $2,153-23.0% | $2,836-41.6% | $2,544-34.8% |
| Participant deferral / active EE | $3,427 | $4,100-16.4% | $4,656-26.4% | $4,237-19.1% |
| Admin fee / account holder | $739 | $642+15.2% | $7,493-90.1% | $593+24.6% |