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 | $122,179 | $183,540-33.4% | $92,893+31.5% | - |
| Participation rate | 99.0% | 69.1%+29.8pp | 76.0%+23.0pp | - |
| Annual return | 24.31% | 7.80%+16.5pp | 109.41%-85.1pp | - |
| Employer contribution / active EE | $25,737 | $2,217+1060.9% | $3,653+604.6% | - |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,236-100.0% | - |
| Admin fee / account holder | $993 | $9,074-89.1% | $5,794-82.9% | - |