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 6-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 | $40,046 | $55,230-27.5% | $79,550-49.7% | - |
| Participation rate | 98.0% | 62.4%+35.6pp | 69.5%+28.5pp | - |
| Annual return | -18.17% | -17.05%-1.1pp | 0.16%-18.3pp | - |
| Employer contribution / active EE | $4,805 | $1,304+268.4% | $2,413+99.1% | - |
| Participant deferral / active EE | $4,739 | $2,804+69.0% | $3,985+18.9% | - |
| Admin fee / account holder | $334 | $7,320-95.4% | $6,832-95.1% | - |