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 | $85,363 | $71,883+18.8% | $86,677-1.5% | $68,494+24.6% |
| Participation rate | 98.9% | 72.2%+26.6pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -15.35% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,336 | $2,173+53.5% | $2,836+17.6% | $2,596+28.5% |
| Participant deferral / active EE | $5,643 | $3,779+49.3% | $4,656+21.2% | $4,027+40.1% |
| Admin fee / account holder | $5,858 | $6,112-4.2% | $7,493-21.8% | $5,403+8.4% |