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 | $34,458 | $50,958-32.4% | $74,550-53.8% | $64,186-46.3% |
| Participation rate | 85.6% | 61.1%+24.5pp | 69.1%+16.4pp | 69.6%+16.0pp |
| Annual return | 1.61% | -1.86%+3.5pp | 32.53%-30.9pp | 7.63%-6.0pp |
| Employer contribution / active EE | $1,261 | $1,115+13.0% | $1,961-35.7% | $2,381-47.0% |
| Participant deferral / active EE | $4,029 | $2,301+75.1% | $3,108+29.6% | $3,470+16.1% |
| Admin fee / account holder | $656 | $4,223-84.5% | $5,060-87.0% | $4,888-86.6% |