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 | $60,518 | $59,107+2.4% | $86,436-30.0% | $68,494-11.6% |
| Participation rate | 98.7% | 75.2%+23.4pp | 80.3%+18.3pp | 67.9%+30.8pp |
| Annual return | -15.48% | -0.23%-15.2pp | 4394.89%-4410.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,300 | $2,519-8.7% | $3,769-39.0% | $2,596-11.4% |
| Participant deferral / active EE | $10,151 | $5,901+72.0% | $6,952+46.0% | $4,027+152.1% |
| Admin fee / account holder | $1,883 | $5,637-66.6% | $6,731-72.0% | $5,403-65.2% |