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 | $125,925 | $110,094+14.4% | $151,611-16.9% | $68,494+83.8% |
| Participation rate | 93.8% | 84.0%+9.9pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -17.02% | -10.12%-6.9pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,845 | $4,471-14.0% | $6,166-37.6% | $2,596+48.1% |
| Participant deferral / active EE | $5,532 | $6,527-15.2% | $8,363-33.9% | $4,027+37.4% |
| Admin fee / account holder | $2,479 | $7,719-67.9% | $11,616-78.7% | $5,403-54.1% |