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 | $66,225 | $66,302-0.1% | $110,238-39.9% | $56,287+17.7% |
| Participation rate | 95.2% | 74.9%+20.3pp | 79.8%+15.4pp | 69.9%+25.4pp |
| Annual return | -5.80% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,179 | $2,047+55.3% | $3,826-16.9% | $2,111+50.6% |
| Participant deferral / active EE | $3,805 | $3,381+12.5% | $4,672-18.6% | $3,350+13.6% |
| Admin fee / account holder | $9,515 | $698+1262.2% | $8,547+11.3% | $521+1726.5% |