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 | $198,317 | $145,904+35.9% | $83,848+136.5% | - |
| Participation rate | 89.9% | 64.1%+25.8pp | 76.1%+13.8pp | - |
| Annual return | -4.68% | -3.19%-1.5pp | 850.88%-855.6pp | - |
| Employer contribution / active EE | $4,584 | $1,734+164.3% | $3,631+26.3% | - |
| Participant deferral / active EE | $7,593 | $2,760+175.1% | $4,082+86.0% | - |
| Admin fee / account holder | $16,069 | $8,727+84.1% | $5,478+193.3% | - |