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 | $58,974 | $57,354+2.8% | $83,848-29.7% | $64,186-8.1% |
| Participation rate | 90.7% | 68.6%+22.1pp | 76.1%+14.5pp | 69.6%+21.1pp |
| Annual return | -5.98% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,675 | $2,545+44.4% | $3,631+1.2% | $2,381+54.3% |
| Participant deferral / active EE | $6,626 | $2,993+121.4% | $4,082+62.3% | $3,470+91.0% |
| Admin fee / account holder | $7,412 | $4,046+83.2% | $5,478+35.3% | $4,888+51.6% |