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 8-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 | $49,697 | $135,489-63.3% | $146,665-66.1% | - |
| Participation rate | 100.0% | 76.3%+23.7pp | 80.1%+19.9pp | - |
| Annual return | 19.21% | 13.52%+5.7pp | 22.74%-3.5pp | - |
| Employer contribution / active EE | $5,915 | $2,259+161.8% | $4,136+43.0% | - |
| Participant deferral / active EE | $3,459 | $3,661-5.5% | $5,506-37.2% | - |
| Admin fee / account holder | $3,385 | $5,216-35.1% | $10,280-67.1% | - |