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 9-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 | $68,778 | $142,424-51.7% | $100,534-31.6% | $74,304-7.4% |
| Participation rate | 88.2% | 79.6%+8.6pp | 80.6%+7.6pp | 60.3%+27.8pp |
| Annual return | 23.07% | 27.53%-4.5pp | 32.66%-9.6pp | 29.43%-6.4pp |
| Employer contribution / active EE | $4,741 | $5,555-14.7% | $4,346+9.1% | $2,241+111.5% |
| Participant deferral / active EE | $10,506 | $8,247+27.4% | $6,144+71.0% | $3,767+178.9% |
| Admin fee / account holder | $5,720 | $1,986+188.1% | $7,654-25.3% | $2,969+92.7% |