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 | $106,719 | $219,709-51.4% | $109,143-2.2% | - |
| Participation rate | 78.8% | 61.5%+17.3pp | 75.9%+2.9pp | - |
| Annual return | 15.43% | 14.84%+0.6pp | 25.75%-10.3pp | - |
| Employer contribution / active EE | $3,540 | $2,247+57.5% | $3,722-4.9% | - |
| Participant deferral / active EE | $7,356 | $3,260+125.6% | $4,653+58.1% | - |
| Admin fee / account holder | $15,358 | $13,236+16.0% | $6,752+127.4% | - |