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 | $64,347 | $66,302-2.9% | $110,238-41.6% | $56,287+14.3% |
| Participation rate | 86.1% | 74.9%+11.2pp | 79.8%+6.3pp | 69.9%+16.3pp |
| Annual return | 0.74% | -1.18%+1.9pp | 314.74%-314.0pp | -9.96%+10.7pp |
| Employer contribution / active EE | $2,860 | $2,047+39.7% | $3,826-25.3% | $2,111+35.5% |
| Participant deferral / active EE | $4,567 | $3,381+35.1% | $4,672-2.3% | $3,350+36.3% |
| Admin fee / account holder | $6,547 | $698+837.3% | $8,547-23.4% | $521+1156.7% |