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 | $62,131 | $104,607-40.6% | $96,544-35.6% | - |
| Participation rate | 96.0% | 76.2%+19.8pp | 76.0%+20.0pp | - |
| Annual return | 17.64% | 9.56%+8.1pp | 25.84%-8.2pp | - |
| Employer contribution / active EE | $2,920 | $2,147+36.0% | $2,965-1.5% | - |
| Participant deferral / active EE | $6,498 | $4,312+50.7% | $4,851+34.0% | - |
| Admin fee / account holder | $4,967 | $45,340-89.0% | $8,252-39.8% | - |