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 | $48,822 | $81,900-40.4% | $119,609-59.2% | $68,494-28.7% |
| Participation rate | 90.7% | 71.9%+18.8pp | 79.3%+11.5pp | 67.9%+22.8pp |
| Annual return | -14.64% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,994 | $2,693-26.0% | $4,232-52.9% | $2,596-23.2% |
| Participant deferral / active EE | $6,555 | $4,148+58.0% | $5,602+17.0% | $4,027+62.8% |
| Admin fee / account holder | $8,336 | $6,582+26.7% | $10,323-19.3% | $5,403+54.3% |