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 | $141,088 | $178,584-21.0% | $84,750+66.5% | - |
| Participation rate | 98.0% | 64.5%+33.5pp | 76.6%+21.4pp | - |
| Annual return | 8.17% | 76.22%-68.1pp | 22.78%-14.6pp | - |
| Employer contribution / active EE | $5,808 | $1,402+314.2% | $3,574+62.5% | - |
| Participant deferral / active EE | $8,295 | $2,836+192.5% | $3,712+123.5% | - |
| Admin fee / account holder | $582 | $9,656-94.0% | $5,332-89.1% | - |