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 | $131,886 | $78,953+67.0% | $113,168+16.5% | - |
| Participation rate | 93.9% | 68.2%+25.8pp | 76.6%+17.4pp | - |
| Annual return | 19.95% | 14.87%+5.1pp | 24.27%-4.3pp | - |
| Employer contribution / active EE | $5,392 | $2,126+153.6% | $2,975+81.2% | - |
| Participant deferral / active EE | $8,404 | $4,324+94.3% | $5,107+64.6% | - |
| Admin fee / account holder | $8,118 | $5,008+62.1% | $12,068-32.7% | - |