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 | $25,602 | $59,107-56.7% | $86,436-70.4% | $68,494-62.6% |
| Participation rate | 89.1% | 75.2%+13.8pp | 80.3%+8.7pp | 67.9%+21.2pp |
| Annual return | -15.34% | -0.23%-15.1pp | 4394.89%-4410.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,736 | $2,519+48.3% | $3,769-0.9% | $2,596+43.9% |
| Participant deferral / active EE | $7,236 | $5,901+22.6% | $6,952+4.1% | $4,027+79.7% |
| Admin fee / account holder | $6,469 | $5,637+14.8% | $6,731-3.9% | $5,403+19.7% |