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 | $94,165 | $62,586+50.5% | $76,768+22.7% | $64,186+46.7% |
| Participation rate | 92.2% | 72.8%+19.4pp | 77.0%+15.2pp | 69.6%+22.6pp |
| Annual return | -5.88% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,631 | $1,832-11.0% | $2,485-34.4% | $2,381-31.5% |
| Participant deferral / active EE | $4,452 | $3,145+41.6% | $3,852+15.6% | $3,470+28.3% |
| Admin fee / account holder | $10,596 | $4,667+127.0% | $6,675+58.7% | $4,888+116.8% |