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 | $161,064 | $110,094+46.3% | $151,611+6.2% | $68,494+135.1% |
| Participation rate | 95.9% | 84.0%+11.9pp | 87.5%+8.4pp | 67.9%+28.0pp |
| Annual return | -15.44% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $11,519 | $4,471+157.7% | $6,166+86.8% | $2,596+343.7% |
| Participant deferral / active EE | $5,099 | $6,527-21.9% | $8,363-39.0% | $4,027+26.6% |
| Admin fee / account holder | $4,433 | $7,719-42.6% | $11,616-61.8% | $5,403-17.9% |