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 4-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 | $72,810 | $332,085-78.1% | $149,673-51.4% | - |
| Participation rate | 94.9% | 60.9%+34.0pp | 78.8%+16.2pp | - |
| Annual return | 15.35% | 51.04%-35.7pp | 134.42%-119.1pp | - |
| Employer contribution / active EE | $5,148 | $2,795+84.2% | $4,818+6.9% | - |
| Participant deferral / active EE | $8,828 | $2,947+199.5% | $5,680+55.4% | - |
| Admin fee / account holder | $35,987 | $47,995-25.0% | $13,210+172.4% | - |