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 | $76,444 | $183,540-58.4% | $92,893-17.7% | - |
| Participation rate | 96.0% | 69.1%+26.8pp | 76.0%+20.0pp | - |
| Annual return | 24.95% | 7.80%+17.2pp | 109.41%-84.5pp | - |
| Employer contribution / active EE | $1,868 | $2,217-15.7% | $3,653-48.8% | - |
| Participant deferral / active EE | $4,658 | $3,031+53.7% | $4,236+10.0% | - |
| Admin fee / account holder | $6,421 | $9,074-29.2% | $5,794+10.8% | - |