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 | $81,971 | $73,867+11.0% | $143,757-43.0% | $68,494+19.7% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -13.59% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $8,327 | $3,184+161.5% | $4,951+68.2% | $2,596+220.7% |
| Participant deferral / active EE | $5,535 | $3,384+63.5% | $5,637-1.8% | $4,027+37.4% |
| Admin fee / account holder | $4,471 | $5,755-22.3% | $14,673-69.5% | $5,403-17.2% |