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 | $77,796 | $78,953-1.5% | $113,168-31.3% | - |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.6%+23.4pp | - |
| Annual return | 14.34% | 14.87%-0.5pp | 24.27%-9.9pp | - |
| Employer contribution / active EE | $1,850 | $2,126-13.0% | $2,975-37.8% | - |
| Participant deferral / active EE | $4,977 | $4,324+15.1% | $5,107-2.5% | - |
| Admin fee / account holder | $11,198 | $5,008+123.6% | $12,068-7.2% | - |