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 | $83,094 | $59,805+38.9% | $79,550+4.5% | $68,494+21.3% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | -18.42% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,090 | $1,505-27.6% | $2,413-54.8% | $2,596-58.0% |
| Participant deferral / active EE | $7,832 | $3,024+159.0% | $3,985+96.5% | $4,027+94.5% |
| Admin fee / account holder | $2,164 | $4,835-55.2% | $6,832-68.3% | $5,403-59.9% |