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 | $46,446 | $104,475-55.5% | $159,436-70.9% | $79,386-41.5% |
| Participation rate | 94.4% | 76.6%+17.8pp | 82.8%+11.6pp | 70.7%+23.7pp |
| Annual return | 29.37% | 67.95%-38.6pp | 263.57%-234.2pp | 116.85%-87.5pp |
| Employer contribution / active EE | $1,119 | $3,417-67.2% | $4,829-76.8% | $2,427-53.9% |
| Participant deferral / active EE | $6,356 | $6,467-1.7% | $7,352-13.5% | $4,046+57.1% |
| Admin fee / account holder | $2,030 | $711+185.4% | $10,799-81.2% | $626+224.0% |