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 | $84,836 | $50,958+66.5% | $74,550+13.8% | $64,186+32.2% |
| Participation rate | 89.2% | 61.1%+28.1pp | 69.1%+20.0pp | 69.6%+19.6pp |
| Annual return | -5.52% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,000 | $1,115+169.0% | $1,961+53.0% | $2,381+26.0% |
| Participant deferral / active EE | $3,506 | $2,301+52.3% | $3,108+12.8% | $3,470+1.0% |
| Admin fee / account holder | $6,480 | $4,223+53.4% | $5,060+28.1% | $4,888+32.6% |