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 | $75,339 | $58,577+28.6% | $83,333-9.6% | $64,186+17.4% |
| Participation rate | 93.5% | 72.0%+21.4pp | 77.8%+15.7pp | 69.6%+23.9pp |
| Annual return | -5.42% | 9.65%-15.1pp | 10.63%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,964 | $2,098-6.4% | $3,379-41.9% | $2,381-17.5% |
| Participant deferral / active EE | $5,179 | $4,654+11.3% | $5,565-6.9% | $3,470+49.3% |
| Admin fee / account holder | $6,875 | $9,275-25.9% | $7,510-8.5% | $4,888+40.6% |