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 8-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 | $32,571 | $73,638-55.8% | $95,952-66.1% | $73,488-55.7% |
| Participation rate | 95.2% | 76.2%+19.0pp | 77.1%+18.1pp | 70.7%+24.5pp |
| Annual return | 16.34% | 16.78%-0.4pp | 91.61%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,079 | $1,863-42.1% | $2,541-57.5% | $2,270-52.5% |
| Participant deferral / active EE | $2,538 | $3,617-29.8% | $4,167-39.1% | $3,740-32.1% |
| Admin fee / account holder | $1,209 | $482+150.8% | $6,795-82.2% | $513+135.7% |