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 7-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 | $31,918 | $84,487-62.2% | $125,339-74.5% | $66,914-52.3% |
| Participation rate | 77.0% | 76.4%+0.6pp | 82.4%-5.3pp | 69.8%+7.2pp |
| Annual return | -15.00% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $6,613 | $3,553+86.1% | $4,814+37.4% | $2,544+159.9% |
| Participant deferral / active EE | $6,336 | $6,781-6.6% | $7,446-14.9% | $4,237+49.5% |
| Admin fee / account holder | $2,728 | $685+298.2% | $10,010-72.7% | $593+359.8% |