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 | $127,328 | $58,577+117.4% | $83,333+52.8% | $64,186+98.4% |
| Participation rate | 96.7% | 72.0%+24.7pp | 77.8%+18.9pp | 69.6%+27.1pp |
| Annual return | -2.32% | 9.65%-12.0pp | 10.63%-13.0pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,648 | $2,098-21.4% | $3,379-51.2% | $2,381-30.8% |
| Participant deferral / active EE | $4,749 | $4,654+2.0% | $5,565-14.7% | $3,470+36.9% |
| Admin fee / account holder | $7,182 | $9,275-22.6% | $7,510-4.4% | $4,888+46.9% |