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 | $152,740 | $102,553+48.9% | $151,611+0.7% | $66,914+128.3% |
| Participation rate | 91.3% | 85.5%+5.8pp | 87.5%+3.8pp | 69.8%+21.5pp |
| Annual return | -14.76% | -10.82%-3.9pp | 3.33%-18.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,323 | $4,180-20.5% | $6,166-46.1% | $2,544+30.6% |
| Participant deferral / active EE | $11,316 | $6,641+70.4% | $8,363+35.3% | $4,237+167.1% |
| Admin fee / account holder | $1,454 | $630+130.9% | $11,616-87.5% | $593+145.2% |