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 | $98,417 | $56,484+74.2% | $169,463-41.9% | $64,186+53.3% |
| Participation rate | 86.6% | 64.5%+22.0pp | 77.8%+8.8pp | 69.6%+17.0pp |
| Annual return | -3.91% | -1.55%-2.4pp | 1.83%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $931 | $1,832-49.2% | $4,159-77.6% | $2,381-60.9% |
| Participant deferral / active EE | $5,802 | $3,448+68.3% | $5,277+10.0% | $3,470+67.2% |
| Admin fee / account holder | $10,225 | $4,174+145.0% | $9,109+12.2% | $4,888+109.2% |