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 | $79,471-2.1% | $112,040-30.6% | - |
| Participation rate | 100.0% | 71.4%+28.6pp | 76.5%+23.5pp | - |
| Annual return | 14.34% | 14.66%-0.3pp | 24.52%-10.2pp | - |
| Employer contribution / active EE | $1,850 | $2,224-16.8% | $2,954-37.4% | - |
| Participant deferral / active EE | $4,977 | $4,552+9.3% | $5,098-2.4% | - |
| Admin fee / account holder | $11,198 | $4,544+146.4% | $12,098-7.4% | - |