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 | $57,400 | $29,660+93.5% | $56,411+1.8% | $80,856-29.0% |
| Participation rate | 94.2% | 41.6%+52.5pp | 52.5%+41.7pp | 67.6%+26.5pp |
| Annual return | 11.25% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,742 | $669+160.2% | $1,039+67.7% | $2,755-36.8% |
| Participant deferral / active EE | $4,257 | $1,226+247.2% | $1,952+118.1% | $4,296-0.9% |
| Admin fee / account holder | $1,653 | $2,428-31.9% | $2,829-41.6% | $6,918-76.1% |