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 5-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 | $55,812 | $72,607-23.1% | $90,749-38.5% | $66,914-16.6% |
| Participation rate | 87.1% | 73.7%+13.5pp | 75.7%+11.4pp | 69.8%+17.3pp |
| Annual return | -14.22% | -12.28%-1.9pp | -12.16%-2.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,230 | $2,369-5.9% | $2,921-23.7% | $2,544-12.4% |
| Participant deferral / active EE | $4,222 | $3,977+6.2% | $4,564-7.5% | $4,237-0.3% |
| Admin fee / account holder | $18,615 | $707+2531.9% | $8,445+120.4% | $593+3037.7% |