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 | $86,607 | $73,867+17.2% | $143,757-39.8% | $68,494+26.4% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -13.50% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,730 | $3,184-14.3% | $4,951-44.9% | $2,596+5.1% |
| Participant deferral / active EE | $5,185 | $3,384+53.2% | $5,637-8.0% | $4,027+28.8% |
| Admin fee / account holder | $3,981 | $5,755-30.8% | $14,673-72.9% | $5,403-26.3% |