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 | $102,830 | $71,883+43.1% | $86,677+18.6% | $68,494+50.1% |
| Participation rate | 87.0% | 72.2%+14.8pp | 76.6%+10.4pp | 67.9%+19.1pp |
| Annual return | -10.48% | 3.52%-14.0pp | 35.91%-46.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,469 | $2,173-32.4% | $2,836-48.2% | $2,596-43.4% |
| Participant deferral / active EE | $7,670 | $3,779+103.0% | $4,656+64.7% | $4,027+90.5% |
| Admin fee / account holder | $4,946 | $6,112-19.1% | $7,493-34.0% | $5,403-8.5% |