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 | $141,980 | $458,960-69.1% | $169,993-16.5% | - |
| Participation rate | 97.0% | 84.2%+12.8pp | 87.0%+10.0pp | - |
| Annual return | 29.60% | 12.01%+17.6pp | 53.37%-23.8pp | - |
| Employer contribution / active EE | $5,905 | $4,293+37.5% | $6,785-13.0% | - |
| Participant deferral / active EE | $12,728 | $7,668+66.0% | $10,408+22.3% | - |
| Admin fee / account holder | $3,631 | $63,551-94.3% | $12,815-71.7% | - |