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 | $89,268 | $86,655+3.0% | $119,609-25.4% | $66,914+33.4% |
| Participation rate | 90.7% | 75.6%+15.2pp | 79.3%+11.5pp | 69.8%+20.9pp |
| Annual return | 20.46% | -8.00%+28.5pp | -14.97%+35.4pp | 1.58%+18.9pp |
| Employer contribution / active EE | $2,391 | $2,536-5.7% | $4,232-43.5% | $2,544-6.0% |
| Participant deferral / active EE | $7,250 | $4,358+66.4% | $5,602+29.4% | $4,237+71.1% |
| Admin fee / account holder | $19,838 | $755+2528.6% | $10,323+92.2% | $593+3244.0% |