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 | $157,138 | $168,082-6.5% | $150,045+4.7% | - |
| Participation rate | 79.8% | 71.4%+8.4pp | 82.3%-2.5pp | - |
| Annual return | 21.64% | 24.81%-3.2pp | 62.55%-40.9pp | - |
| Employer contribution / active EE | $7,050 | $3,603+95.7% | $4,693+50.2% | - |
| Participant deferral / active EE | $12,532 | $7,053+77.7% | $7,997+56.7% | - |
| Admin fee / account holder | $8,458 | $7,866+7.5% | $13,435-37.0% | - |