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 | $54,472 | $64,909-16.1% | $82,313-33.8% | $62,292-12.6% |
| Participation rate | 80.0% | 74.9%+5.1pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 19.29% | 21.18%-1.9pp | 25.88%-6.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,216 | $1,676+32.2% | $2,428-8.8% | $2,042+8.5% |
| Participant deferral / active EE | $4,021 | $3,103+29.6% | $3,706+8.5% | $3,169+26.9% |
| Admin fee / account holder | $1,791 | $440+307.4% | $5,608-68.1% | $479+273.6% |