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 | $41,131 | $62,586-34.3% | $76,768-46.4% | $64,186-35.9% |
| Participation rate | 86.2% | 72.8%+13.4pp | 77.0%+9.2pp | 69.6%+16.6pp |
| Annual return | -5.62% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $930 | $1,832-49.2% | $2,485-62.6% | $2,381-60.9% |
| Participant deferral / active EE | $3,741 | $3,145+19.0% | $3,852-2.9% | $3,470+7.8% |
| Admin fee / account holder | $5,439 | $4,667+16.5% | $6,675-18.5% | $4,888+11.3% |