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 | $53,727 | $48,265+11.3% | $68,791-21.9% | $68,494-21.6% |
| Participation rate | 94.4% | 60.7%+33.7pp | 69.0%+25.3pp | 67.9%+26.5pp |
| Annual return | -6.03% | -12.71%+6.7pp | -6.38%+0.3pp | -7.84%+1.8pp |
| Employer contribution / active EE | $4,693 | $1,829+156.6% | $2,655+76.8% | $2,596+80.8% |
| Participant deferral / active EE | $7,430 | $2,867+159.2% | $3,941+88.5% | $4,027+84.5% |
| Admin fee / account holder | $5,368 | $4,355+23.2% | $4,932+8.8% | $5,403-0.6% |