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 | $76,125 | $136,791-44.3% | $133,956-43.2% | - |
| Participation rate | 94.9% | 70.8%+24.1pp | 79.8%+15.1pp | - |
| Annual return | 21.15% | 9.25%+11.9pp | 45.09%-23.9pp | - |
| Employer contribution / active EE | $0 | $2,431-100.0% | $3,919-100.0% | - |
| Participant deferral / active EE | $5,309 | $3,586+48.1% | $5,048+5.2% | - |
| Admin fee / account holder | $6,380 | $8,409-24.1% | $8,927-28.5% | - |