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 4-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 | $110,796 | $73,867+50.0% | $143,757-22.9% | $68,494+61.8% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.9pp | 67.9%+28.3pp |
| Annual return | -12.19% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,524 | $3,184+73.5% | $4,951+11.6% | $2,596+112.8% |
| Participant deferral / active EE | $3,878 | $3,384+14.6% | $5,637-31.2% | $4,027-3.7% |
| Admin fee / account holder | $1,808 | $5,755-68.6% | $14,673-87.7% | $5,403-66.5% |