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 | $61,390 | $121,098-49.3% | $125,175-51.0% | - |
| Participation rate | 94.9% | 74.4%+20.6pp | 79.8%+15.2pp | - |
| Annual return | 42.46% | 15.50%+27.0pp | 43.79%-1.3pp | - |
| Employer contribution / active EE | $2,507 | $1,930+29.9% | $3,865-35.1% | - |
| Participant deferral / active EE | $6,292 | $3,481+80.7% | $4,937+27.5% | - |
| Admin fee / account holder | $8,544 | $16,883-49.4% | $9,702-11.9% | - |