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 | $85,689 | $71,883+19.2% | $86,677-1.1% | $68,494+25.1% |
| Participation rate | 79.8% | 72.2%+7.5pp | 76.6%+3.2pp | 67.9%+11.9pp |
| Annual return | -16.89% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,597 | $2,173-26.5% | $2,836-43.7% | $2,596-38.5% |
| Participant deferral / active EE | $6,638 | $3,779+75.7% | $4,656+42.6% | $4,027+64.8% |
| Admin fee / account holder | $6,960 | $6,112+13.9% | $7,493-7.1% | $5,403+28.8% |