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 | $52,426 | $59,186-11.4% | $76,768-31.7% | $56,287-6.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 3.17% | 6.62%-3.4pp | 2.43%+0.7pp | -9.96%+13.1pp |
| Employer contribution / active EE | $1,392 | $1,759-20.8% | $2,485-44.0% | $2,111-34.0% |
| Participant deferral / active EE | $3,552 | $3,255+9.1% | $3,852-7.8% | $3,350+6.0% |
| Admin fee / account holder | $5,528 | $489+1030.2% | $6,675-17.2% | $521+961.1% |