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 | $48,989 | $89,753-45.4% | $107,525-54.4% | $84,808-42.2% |
| Participation rate | 83.2% | 68.1%+15.1pp | 75.1%+8.1pp | 68.3%+14.8pp |
| Annual return | 18.41% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,182 | $3,113+34.3% | $3,754+11.4% | $2,631+58.9% |
| Participant deferral / active EE | $2,892 | $4,056-28.7% | $5,116-43.5% | $4,212-31.3% |
| Admin fee / account holder | $19,365 | $7,222+168.1% | $8,919+117.1% | $7,344+163.7% |