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 | $80,257 | $87,168-7.9% | $98,907-18.9% | - |
| Participation rate | 93.9% | 73.1%+20.9pp | 76.0%+17.9pp | - |
| Annual return | 8.55% | 9.75%-1.2pp | 196.43%-187.9pp | - |
| Employer contribution / active EE | $3,850 | $2,509+53.5% | $2,689+43.2% | - |
| Participant deferral / active EE | $3,257 | $3,188+2.2% | $4,244-23.3% | - |
| Admin fee / account holder | $4,353 | $3,143+38.5% | $6,642-34.5% | - |