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 | $22,108 | $55,453-60.1% | $170,442-87.0% | $62,292-64.5% |
| Participation rate | 71.8% | 66.4%+5.4pp | 83.6%-11.8pp | 69.5%+2.3pp |
| Annual return | 26.92% | 21.38%+5.5pp | 205.93%-179.0pp | 28.90%-2.0pp |
| Employer contribution / active EE | $1,634 | $2,164-24.5% | $5,433-69.9% | $2,042-20.0% |
| Participant deferral / active EE | $2,010 | $2,303-12.7% | $4,939-59.3% | $3,169-36.6% |
| Admin fee / account holder | $4,794 | $455+953.6% | $13,880-65.5% | $479+900.2% |