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 | $131,182 | $273,761-52.1% | $107,525+22.0% | - |
| Participation rate | 93.9% | 58.9%+35.1pp | 75.1%+18.9pp | - |
| Annual return | 17.69% | 16.25%+1.4pp | 181.32%-163.6pp | - |
| Employer contribution / active EE | $3,371 | $2,099+60.6% | $3,754-10.2% | - |
| Participant deferral / active EE | $7,019 | $3,884+80.7% | $5,116+37.2% | - |
| Admin fee / account holder | $11,191 | $22,208-49.6% | $8,919+25.5% | - |