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 | $188,046 | $43,327+334.0% | $59,878+214.0% | $64,186+193.0% |
| Participation rate | 97.8% | 69.2%+28.6pp | 74.7%+23.1pp | 69.6%+28.2pp |
| Annual return | -4.90% | -1.55%-3.4pp | 3.46%-8.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $11,495 | $2,028+466.7% | $2,722+322.4% | $2,381+382.8% |
| Participant deferral / active EE | $11,742 | $2,546+361.2% | $3,402+245.1% | $3,470+238.4% |
| Admin fee / account holder | $17,365 | $3,005+477.9% | $3,590+383.7% | $4,888+255.3% |