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 9-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 | $65,012 | $36,790+76.7% | $84,966-23.5% | - |
| Participation rate | 94.9% | 47.2%+47.7pp | 67.5%+27.4pp | - |
| Annual return | 11.27% | 16.20%-4.9pp | 66.38%-55.1pp | - |
| Employer contribution / active EE | $4,054 | $1,404+188.7% | $2,727+48.6% | - |
| Participant deferral / active EE | $0 | $2,003-100.0% | $4,519-100.0% | - |
| Admin fee / account holder | $2,839 | $2,089+35.9% | $6,149-53.8% | - |