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 | $43,040 | $73,102-41.1% | $123,544-65.2% | $56,287-23.5% |
| Participation rate | 84.5% | 74.3%+10.2pp | 82.3%+2.2pp | 69.9%+14.6pp |
| Annual return | -6.48% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,396 | $2,977-19.5% | $4,628-48.2% | $2,111+13.5% |
| Participant deferral / active EE | $5,840 | $5,423+7.7% | $6,426-9.1% | $3,350+74.3% |
| Admin fee / account holder | $3,043 | $554+449.6% | $9,284-67.2% | $521+484.2% |