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 | $29,692 | $42,548-30.2% | $74,550-60.2% | $56,287-47.2% |
| Participation rate | 79.5% | 60.5%+19.0pp | 69.1%+10.4pp | 69.9%+9.7pp |
| Annual return | -6.92% | 12.40%-19.3pp | 32.53%-39.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,498 | $855+75.2% | $1,961-23.6% | $2,111-29.0% |
| Participant deferral / active EE | $2,648 | $2,277+16.3% | $3,108-14.8% | $3,350-20.9% |
| Admin fee / account holder | $4,505 | $467+864.3% | $5,060-11.0% | $521+764.7% |