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 | $67,213 | $75,923-11.5% | $102,423-34.4% | - |
| Participation rate | 98.0% | 71.4%+26.6pp | 76.5%+21.5pp | - |
| Annual return | 12.44% | 15.12%-2.7pp | 29.32%-16.9pp | - |
| Employer contribution / active EE | $4,943 | $2,206+124.0% | $3,023+63.5% | - |
| Participant deferral / active EE | $4,204 | $4,258-1.3% | $5,053-16.8% | - |
| Admin fee / account holder | $2,846 | $11,449-75.1% | $9,451-69.9% | - |