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 | $67,834 | $58,577+15.8% | $83,333-18.6% | $64,186+5.7% |
| Participation rate | 98.4% | 72.0%+26.4pp | 77.8%+20.7pp | 69.6%+28.8pp |
| Annual return | -2.26% | 9.65%-11.9pp | 10.63%-12.9pp | 7.63%-9.9pp |
| Employer contribution / active EE | $6,243 | $2,098+197.5% | $3,379+84.8% | $2,381+162.2% |
| Participant deferral / active EE | $10,198 | $4,654+119.1% | $5,565+83.3% | $3,470+193.9% |
| Admin fee / account holder | $6,517 | $9,275-29.7% | $7,510-13.2% | $4,888+33.3% |