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 | $53,947 | $71,883-25.0% | $86,677-37.8% | $68,494-21.2% |
| Participation rate | 94.9% | 72.2%+22.7pp | 76.6%+18.4pp | 67.9%+27.0pp |
| Annual return | 1.39% | 3.52%-2.1pp | 35.91%-34.5pp | -7.84%+9.2pp |
| Employer contribution / active EE | $3,620 | $2,173+66.6% | $2,836+27.6% | $2,596+39.4% |
| Participant deferral / active EE | $7,936 | $3,779+110.0% | $4,656+70.5% | $4,027+97.1% |
| Admin fee / account holder | $5,287 | $6,112-13.5% | $7,493-29.4% | $5,403-2.1% |