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 | $24,482 | $60,243-59.4% | $86,612-71.7% | - |
| Participation rate | 87.9% | 60.8%+27.1pp | 71.7%+16.2pp | - |
| Annual return | 27.28% | 59.27%-32.0pp | 591.07%-563.8pp | - |
| Employer contribution / active EE | $2,519 | $2,261+11.4% | $3,022-16.7% | - |
| Participant deferral / active EE | $4,226 | $2,994+41.2% | $4,438-4.8% | - |
| Admin fee / account holder | $12,966 | $4,652+178.7% | $5,614+130.9% | - |