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 | $87,752 | $104,607-16.1% | $96,544-9.1% | - |
| Participation rate | 93.9% | 76.2%+17.8pp | 76.0%+18.0pp | - |
| Annual return | 16.95% | 9.56%+7.4pp | 25.84%-8.9pp | - |
| Employer contribution / active EE | $2,941 | $2,147+37.0% | $2,965-0.8% | - |
| Participant deferral / active EE | $6,327 | $4,312+46.7% | $4,851+30.4% | - |
| Admin fee / account holder | $4,747 | $45,340-89.5% | $8,252-42.5% | - |