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 | $50,974 | $80,968-37.0% | $96,544-47.2% | $75,163-32.2% |
| Participation rate | 85.9% | 71.8%+14.1pp | 76.0%+10.0pp | 67.2%+18.7pp |
| Annual return | 14.89% | 27.06%-12.2pp | 25.84%-11.0pp | 160.62%-145.7pp |
| Employer contribution / active EE | $982 | $2,282-57.0% | $2,965-66.9% | $2,670-63.2% |
| Participant deferral / active EE | $4,550 | $3,928+15.8% | $4,851-6.2% | $4,125+10.3% |
| Admin fee / account holder | $1,865 | $6,724-72.3% | $8,252-77.4% | $5,651-67.0% |