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 | $79,471+66.0% | $112,040+17.7% | - |
| Participation rate | 93.9% | 71.4%+22.5pp | 76.5%+17.4pp | - |
| Annual return | 19.95% | 14.66%+5.3pp | 24.52%-4.6pp | - |
| Employer contribution / active EE | $5,392 | $2,224+142.5% | $2,954+82.5% | - |
| Participant deferral / active EE | $8,404 | $4,552+84.6% | $5,098+64.9% | - |
| Admin fee / account holder | $8,118 | $4,544+78.7% | $12,098-32.9% | - |