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 | $71,363 | $62,586+14.0% | $76,768-7.0% | $64,186+11.2% |
| Participation rate | 96.1% | 72.8%+23.2pp | 77.0%+19.1pp | 69.6%+26.5pp |
| Annual return | -1.13% | -1.95%+0.8pp | 2.43%-3.6pp | 7.63%-8.8pp |
| Employer contribution / active EE | $2,424 | $1,832+32.3% | $2,485-2.4% | $2,381+1.8% |
| Participant deferral / active EE | $4,876 | $3,145+55.0% | $3,852+26.6% | $3,470+40.5% |
| Admin fee / account holder | $7,582 | $4,667+62.5% | $6,675+13.6% | $4,888+55.1% |