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 | $66,786 | $176,947-62.3% | $100,534-33.6% | - |
| Participation rate | 85.9% | 61.8%+24.0pp | 80.6%+5.2pp | - |
| Annual return | 11.43% | 15.13%-3.7pp | 32.66%-21.2pp | - |
| Employer contribution / active EE | $1,041 | $2,196-52.6% | $4,346-76.1% | - |
| Participant deferral / active EE | $6,837 | $4,114+66.2% | $6,144+11.3% | - |
| Admin fee / account holder | $6,989 | $22,209-68.5% | $7,654-8.7% | - |