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 | $19,879 | $49,177-59.6% | $79,464-75.0% | $64,186-69.0% |
| Participation rate | 95.8% | 65.0%+30.8pp | 73.3%+22.5pp | 69.6%+26.3pp |
| Annual return | 7.66% | -1.16%+8.8pp | 718.14%-710.5pp | 7.63%0pp |
| Employer contribution / active EE | $1,007 | $2,076-51.5% | $2,800-64.0% | $2,381-57.7% |
| Participant deferral / active EE | $2,717 | $2,821-3.7% | $3,704-26.6% | $3,470-21.7% |
| Admin fee / account holder | $3,699 | $3,839-3.6% | $5,113-27.6% | $4,888-24.3% |