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 | $65,506 | $45,863+42.8% | $77,024-15.0% | $68,494-4.4% |
| Participation rate | 92.7% | 55.9%+36.8pp | 67.9%+24.8pp | 67.9%+24.8pp |
| Annual return | -15.68% | 1.72%-17.4pp | 42.32%-58.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,697 | $1,650+2.8% | $2,812-39.7% | $2,596-34.7% |
| Participant deferral / active EE | $3,973 | $2,962+34.1% | $4,426-10.2% | $4,027-1.4% |
| Admin fee / account holder | $3,456 | $3,041+13.7% | $5,425-36.3% | $5,403-36.0% |