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 | $129,650 | $43,327+199.2% | $59,878+116.5% | $64,186+102.0% |
| Participation rate | 96.9% | 69.2%+27.8pp | 74.7%+22.2pp | 69.6%+27.4pp |
| Annual return | -4.05% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,792 | $2,028+234.8% | $2,722+149.6% | $2,381+185.3% |
| Participant deferral / active EE | $3,186 | $2,546+25.1% | $3,402-6.3% | $3,470-8.2% |
| Admin fee / account holder | $16,877 | $3,005+461.6% | $3,590+370.1% | $4,888+245.3% |