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 | $74,616 | $62,586+19.2% | $76,768-2.8% | $64,186+16.2% |
| Participation rate | 89.9% | 72.8%+17.1pp | 77.0%+12.9pp | 69.6%+20.3pp |
| Annual return | -5.65% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,332 | $1,832-27.3% | $2,485-46.4% | $2,381-44.0% |
| Participant deferral / active EE | $4,866 | $3,145+54.8% | $3,852+26.3% | $3,470+40.3% |
| Admin fee / account holder | $2,991 | $4,667-35.9% | $6,675-55.2% | $4,888-38.8% |