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 | $75,539 | $74,616+1.2% | $90,404-16.4% | - |
| Participation rate | 94.9% | 67.7%+27.2pp | 72.7%+22.3pp | - |
| Annual return | 18.18% | 7.61%+10.6pp | 1293.02%-1274.8pp | - |
| Employer contribution / active EE | $2,485 | $1,474+68.6% | $3,262-23.8% | - |
| Participant deferral / active EE | $6,620 | $2,994+121.1% | $3,963+67.0% | - |
| Admin fee / account holder | $6,735 | $4,675+44.1% | $5,611+20.0% | - |