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 | $51,603 | $72,404-28.7% | $110,238-53.2% | $64,186-19.6% |
| Participation rate | 83.5% | 73.3%+10.2pp | 79.8%+3.7pp | 69.6%+14.0pp |
| Annual return | -1.59% | -6.29%+4.7pp | 314.74%-316.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,286 | $2,282-43.6% | $3,826-66.4% | $2,381-46.0% |
| Participant deferral / active EE | $7,324 | $3,469+111.1% | $4,672+56.8% | $3,470+111.1% |
| Admin fee / account holder | $7,218 | $5,664+27.4% | $8,547-15.6% | $4,888+47.7% |