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 | $23,076 | $57,281-59.7% | $86,612-73.4% | $75,163-69.3% |
| Participation rate | 87.1% | 63.2%+23.9pp | 71.7%+15.4pp | 67.2%+19.9pp |
| Annual return | 28.12% | 2670.75%-2642.6pp | 591.07%-563.0pp | 160.62%-132.5pp |
| Employer contribution / active EE | $2,815 | $2,314+21.6% | $3,022-6.9% | $2,670+5.4% |
| Participant deferral / active EE | $6,898 | $3,318+107.9% | $4,438+55.4% | $4,125+67.2% |
| Admin fee / account holder | $828 | $4,112-79.9% | $5,614-85.3% | $5,651-85.4% |