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 | $43,501 | $66,302-34.4% | $110,238-60.5% | $56,287-22.7% |
| Participation rate | 91.3% | 74.9%+16.4pp | 79.8%+11.5pp | 69.9%+21.5pp |
| Annual return | 2.72% | -1.18%+3.9pp | 314.74%-312.0pp | -9.96%+12.7pp |
| Employer contribution / active EE | $3,501 | $2,047+71.0% | $3,826-8.5% | $2,111+65.8% |
| Participant deferral / active EE | $5,320 | $3,381+57.3% | $4,672+13.9% | $3,350+58.8% |
| Admin fee / account holder | $1,623 | $698+132.4% | $8,547-81.0% | $521+211.6% |