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 | $74,200 | $79,171-6.3% | $102,423-27.6% | $74,495-0.4% |
| Participation rate | 73.8% | 74.8%-1.0pp | 76.5%-2.7pp | 67.2%+6.6pp |
| Annual return | 17.20% | 54.93%-37.7pp | 29.32%-12.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,663 | $2,362-29.6% | $3,023-45.0% | $2,623-36.6% |
| Participant deferral / active EE | $3,424 | $4,415-22.5% | $5,053-32.2% | $4,346-21.2% |
| Admin fee / account holder | $2,627 | $2,001+31.3% | $9,451-72.2% | $1,942+35.3% |