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 | $66,747 | $64,707+3.2% | $112,228-40.5% | $68,494-2.6% |
| Participation rate | 91.5% | 67.2%+24.3pp | 75.1%+16.4pp | 67.9%+23.6pp |
| Annual return | -16.65% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,389 | $2,746+96.3% | $3,635+48.3% | $2,596+107.6% |
| Participant deferral / active EE | $3,788 | $3,565+6.3% | $4,728-19.9% | $4,027-5.9% |
| Admin fee / account holder | $2,722 | $5,232-48.0% | $6,410-57.5% | $5,403-49.6% |