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 | $34,121 | $81,446-58.1% | $103,374-67.0% | $80,874-57.8% |
| Participation rate | 79.7% | 66.9%+12.8pp | 74.5%+5.2pp | 67.6%+12.0pp |
| Annual return | 11.15% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,947 | $3,870+53.7% | $5,058+17.6% | $4,297+38.4% |
| Admin fee / account holder | $9,203 | $6,715+37.1% | $8,394+9.6% | $6,935+32.7% |