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 | $158,951 | $73,004+117.7% | $90,749+75.2% | $68,494+132.1% |
| Participation rate | 78.6% | 70.8%+7.7pp | 75.7%+2.9pp | 67.9%+10.7pp |
| Annual return | -13.55% | -13.81%+0.3pp | -12.16%-1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $7,009 | $2,193+219.6% | $2,921+140.0% | $2,596+170.0% |
| Participant deferral / active EE | $11,160 | $3,627+207.7% | $4,564+144.5% | $4,027+177.1% |
| Admin fee / account holder | $2,008 | $5,896-65.9% | $8,445-76.2% | $5,403-62.8% |