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 | $88,884 | $273,761-67.5% | $107,525-17.3% | - |
| Participation rate | 94.9% | 58.9%+36.1pp | 75.1%+19.9pp | - |
| Annual return | 9.97% | 16.25%-6.3pp | 181.32%-171.3pp | - |
| Employer contribution / active EE | $1,010 | $2,099-51.9% | $3,754-73.1% | - |
| Participant deferral / active EE | $2,023 | $3,884-47.9% | $5,116-60.5% | - |
| Admin fee / account holder | $24,558 | $22,208+10.6% | $8,919+175.4% | - |