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 | $46,982 | $73,004-35.6% | $90,749-48.2% | $68,494-31.4% |
| Participation rate | 97.8% | 70.8%+27.0pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -15.08% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,162 | $2,193+44.2% | $2,921+8.3% | $2,596+21.8% |
| Participant deferral / active EE | $2,895 | $3,627-20.2% | $4,564-36.6% | $4,027-28.1% |
| Admin fee / account holder | $4,697 | $5,896-20.3% | $8,445-44.4% | $5,403-13.1% |