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 | $22,655 | $44,960-49.6% | $84,966-73.3% | $74,495-69.6% |
| Participation rate | 70.3% | 49.4%+20.9pp | 67.5%+2.8pp | 67.2%+3.1pp |
| Annual return | 12.35% | 26.24%-13.9pp | 66.38%-54.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $443 | $1,457-69.6% | $2,727-83.8% | $2,623-83.1% |
| Participant deferral / active EE | $2,374 | $2,731-13.1% | $4,519-47.5% | $4,346-45.4% |
| Admin fee / account holder | $455 | $2,209-79.4% | $6,149-92.6% | $1,942-76.6% |