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 | $39,873 | $42,894-7.0% | $60,874-34.5% | $68,494-41.8% |
| Participation rate | 95.2% | 66.8%+28.4pp | 73.1%+22.1pp | 67.9%+27.3pp |
| Annual return | -9.02% | -13.98%+5.0pp | 16.90%-25.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,320 | $1,978-33.3% | $2,701-51.1% | $2,596-49.2% |
| Participant deferral / active EE | $2,482 | $2,867-13.4% | $3,817-35.0% | $4,027-38.4% |
| Admin fee / account holder | $3,563 | $3,101+14.9% | $3,224+10.5% | $5,403-34.0% |