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 6-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 | $27,484 | $61,789-55.5% | $97,167-71.7% | $80,874-66.0% |
| Participation rate | 77.9% | 63.5%+14.4pp | 72.7%+5.2pp | 67.6%+10.3pp |
| Annual return | 14.42% | -557.90%+572.3pp | 75.27%-60.8pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,419 | $1,837-22.8% | $2,729-48.0% | $2,756-48.5% |
| Participant deferral / active EE | $3,002 | $3,028-0.9% | $4,264-29.6% | $4,297-30.1% |
| Admin fee / account holder | $5,083 | $5,168-1.7% | $5,650-10.0% | $6,935-26.7% |