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 | $92,865 | $84,414+10.0% | $164,813-43.7% | - |
| Participation rate | 94.9% | 69.4%+25.6pp | 78.6%+16.3pp | - |
| Annual return | 15.38% | 13.94%+1.4pp | 69.93%-54.5pp | - |
| Employer contribution / active EE | $2,936 | $2,400+22.3% | $4,341-32.4% | - |
| Participant deferral / active EE | $7,502 | $4,277+75.4% | $6,031+24.4% | - |
| Admin fee / account holder | $8,389 | $4,429+89.4% | $12,690-33.9% | - |