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 5-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 | $44,303 | $60,165-26.4% | $74,183-40.3% | $55,167-19.7% |
| Participation rate | 85.3% | 74.2%+11.1pp | 76.6%+8.7pp | 69.0%+16.3pp |
| Annual return | 6.22% | 10.00%-3.8pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,100 | $1,600-31.3% | $2,370-53.6% | $1,963-44.0% |
| Participant deferral / active EE | $2,799 | $2,973-5.8% | $3,550-21.1% | $3,054-8.3% |
| Admin fee / account holder | $1,679 | $419+300.5% | $5,586-69.9% | $504+233.2% |