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 | $91,501 | $43,327+111.2% | $59,878+52.8% | $64,186+42.6% |
| Participation rate | 97.2% | 69.2%+28.1pp | 74.7%+22.5pp | 69.6%+27.7pp |
| Annual return | -2.71% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,228 | $2,028+9.8% | $2,722-18.1% | $2,381-6.4% |
| Participant deferral / active EE | $6,169 | $2,546+142.3% | $3,402+81.3% | $3,470+77.8% |
| Admin fee / account holder | $49,106 | $3,005+1534.1% | $3,590+1267.7% | $4,888+904.6% |