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 | $79,367 | $94,529-16.0% | $140,016-43.3% | $64,186+23.7% |
| Participation rate | 87.4% | 84.1%+3.3pp | 87.5%-0.1pp | 69.6%+17.8pp |
| Annual return | 0.53% | 7.77%-7.2pp | 651.12%-650.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $3,529 | $3,812-7.4% | $5,606-37.0% | $2,381+48.2% |
| Participant deferral / active EE | $4,503 | $5,250-14.2% | $6,927-35.0% | $3,470+29.8% |
| Admin fee / account holder | $4,368 | $6,741-35.2% | $10,705-59.2% | $4,888-10.6% |