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 | $64,557 | $81,900-21.2% | $119,609-46.0% | $68,494-5.7% |
| Participation rate | 92.1% | 71.9%+20.2pp | 79.3%+12.9pp | 67.9%+24.2pp |
| Annual return | -17.24% | -23.82%+6.6pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,359 | $2,693-49.5% | $4,232-67.9% | $2,596-47.7% |
| Participant deferral / active EE | $5,446 | $4,148+31.3% | $5,602-2.8% | $4,027+35.2% |
| Admin fee / account holder | $1,333 | $6,582-79.7% | $10,323-87.1% | $5,403-75.3% |