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 | $110,620 | $62,586+76.7% | $76,768+44.1% | $64,186+72.3% |
| Participation rate | 97.6% | 72.8%+24.8pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | -4.27% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,576 | $1,832+149.8% | $2,485+84.1% | $2,381+92.2% |
| Participant deferral / active EE | $4,217 | $3,145+34.1% | $3,852+9.5% | $3,470+21.5% |
| Admin fee / account holder | $14,789 | $4,667+216.9% | $6,675+121.6% | $4,888+202.6% |