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 | $19,095 | $56,317-66.1% | $71,209-73.2% | $74,304-74.3% |
| Participation rate | 76.4% | 55.1%+21.3pp | 73.8%+2.6pp | 60.3%+16.0pp |
| Annual return | 13.76% | 42.83%-29.1pp | 282.51%-268.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $534 | $2,160-75.3% | $2,721-80.4% | $2,241-76.2% |
| Participant deferral / active EE | $1,048 | $2,788-62.4% | $4,175-74.9% | $3,767-72.2% |
| Admin fee / account holder | $1,046 | $2,290-54.3% | $5,349-80.5% | $2,969-64.8% |