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 | $183,935 | $64,707+184.3% | $112,228+63.9% | $68,494+168.5% |
| Participation rate | 94.3% | 67.2%+27.2pp | 75.1%+19.3pp | 67.9%+26.4pp |
| Annual return | -13.25% | -11.40%-1.8pp | 27.45%-40.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $6,978 | $2,746+154.1% | $3,635+92.0% | $2,596+168.8% |
| Participant deferral / active EE | $8,792 | $3,565+146.6% | $4,728+86.0% | $4,027+118.3% |
| Admin fee / account holder | $5,963 | $5,232+14.0% | $6,410-7.0% | $5,403+10.4% |