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 | $18,458 | $54,350-66.0% | $82,719-77.7% | $68,494-73.1% |
| Participation rate | 91.7% | 63.9%+27.7pp | 72.6%+19.1pp | 67.9%+23.8pp |
| Annual return | -13.60% | -13.67%+0.1pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,031 | $2,218-8.4% | $3,009-32.5% | $2,596-21.8% |
| Participant deferral / active EE | $1,350 | $3,246-58.4% | $4,395-69.3% | $4,027-66.5% |
| Admin fee / account holder | $1,166 | $4,395-73.5% | $5,329-78.1% | $5,403-78.4% |