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 | $38,805 | $51,620-24.8% | $90,281-57.0% | $65,185-40.5% |
| Participation rate | 79.6% | 68.6%+11.0pp | 73.3%+6.3pp | 70.2%+9.4pp |
| Annual return | 18.98% | 24.94%-6.0pp | 78.10%-59.1pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,886 | $2,235-15.6% | $2,854-33.9% | $2,177-13.4% |
| Participant deferral / active EE | $2,166 | $2,871-24.5% | $3,885-44.3% | $3,514-38.4% |
| Admin fee / account holder | $642 | $384+67.2% | $5,351-88.0% | $847-24.2% |