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 | $46,938 | $33,067+41.9% | $76,523-38.7% | $56,287-16.6% |
| Participation rate | 77.6% | 55.4%+22.2pp | 68.0%+9.6pp | 69.9%+7.7pp |
| Annual return | -6.76% | 2.72%-9.5pp | -0.27%-6.5pp | -9.96%+3.2pp |
| Employer contribution / active EE | $3,327 | $1,200+177.2% | $2,647+25.7% | $2,111+57.6% |
| Participant deferral / active EE | $5,346 | $2,240+138.7% | $3,835+39.4% | $3,350+59.6% |
| Admin fee / account holder | $1,663 | $537+209.8% | $4,848-65.7% | $521+219.3% |