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 5-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 | $17,956 | $80,717-77.8% | $154,803-88.4% | $84,808-78.8% |
| Participation rate | 99.0% | 66.8%+32.2pp | 78.1%+20.9pp | 68.3%+30.7pp |
| Annual return | 23.09% | 37.96%-14.9pp | 58.88%-35.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,149 | $2,761-22.2% | $4,305-50.1% | $2,631-18.3% |
| Participant deferral / active EE | $3,371 | $3,303+2.0% | $5,540-39.2% | $4,212-20.0% |
| Admin fee / account holder | $575 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |