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 | $74,286 | $73,004+1.8% | $90,749-18.1% | $68,494+8.5% |
| Participation rate | 92.2% | 70.8%+21.4pp | 75.7%+16.5pp | 67.9%+24.3pp |
| Annual return | -13.61% | -13.81%+0.2pp | -12.16%-1.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,566 | $2,193+62.6% | $2,921+22.1% | $2,596+37.4% |
| Participant deferral / active EE | $5,427 | $3,627+49.6% | $4,564+18.9% | $4,027+34.8% |
| Admin fee / account holder | $2,566 | $5,896-56.5% | $8,445-69.6% | $5,403-52.5% |