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 | $107,875 | $50,958+111.7% | $74,550+44.7% | $64,186+68.1% |
| Participation rate | 97.9% | 61.1%+36.9pp | 69.1%+28.8pp | 69.6%+28.3pp |
| Annual return | -6.36% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,829 | $1,115+64.0% | $1,961-6.7% | $2,381-23.2% |
| Participant deferral / active EE | $5,651 | $2,301+145.6% | $3,108+81.8% | $3,470+62.9% |
| Admin fee / account holder | $3,633 | $4,223-14.0% | $5,060-28.2% | $4,888-25.7% |