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 5-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 | $42,248 | $73,004-42.1% | $90,749-53.4% | $68,494-38.3% |
| Participation rate | 87.2% | 70.8%+16.4pp | 75.7%+11.5pp | 67.9%+19.3pp |
| Annual return | -12.35% | -13.81%+1.5pp | -12.16%-0.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $5,487 | $2,193+150.2% | $2,921+87.9% | $2,596+111.4% |
| Participant deferral / active EE | $16,296 | $3,627+349.4% | $4,564+257.1% | $4,027+304.7% |
| Admin fee / account holder | $5,145 | $5,896-12.7% | $8,445-39.1% | $5,403-4.8% |