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 | $29,624 | $49,451-40.1% | $79,550-62.8% | $66,914-55.7% |
| Participation rate | 78.1% | 61.3%+16.7pp | 69.5%+8.6pp | 69.8%+8.3pp |
| Annual return | -13.79% | 84.25%-98.0pp | 0.16%-14.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,612 | $1,266+27.4% | $2,413-33.2% | $2,544-36.6% |
| Participant deferral / active EE | $3,507 | $3,159+11.0% | $3,985-12.0% | $4,237-17.2% |
| Admin fee / account holder | $3,549 | $595+496.9% | $6,832-48.1% | $593+498.2% |