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 | $18,043 | $53,777-66.4% | $134,143-86.5% | $79,858-77.4% |
| Participation rate | 98.7% | 58.8%+39.9pp | 72.2%+26.5pp | 69.6%+29.1pp |
| Annual return | 12.02% | 19.01%-7.0pp | 36.33%-24.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,932 | $1,321+46.2% | $3,704-47.8% | $2,471-21.8% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,317 | $3,984-66.9% | $6,684-80.3% | $5,306-75.2% |