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 | $13,938 | $45,343-69.3% | $150,298-90.7% | $67,986-79.5% |
| Participation rate | 86.7% | 51.9%+34.8pp | 77.8%+8.9pp | 57.2%+29.5pp |
| Annual return | 1325.38% | 33.28%+1292.1pp | 62.79%+1262.6pp | 31.67%+1293.7pp |
| Employer contribution / active EE | $816 | $1,462-44.2% | $4,154-80.4% | $2,019-59.6% |
| Participant deferral / active EE | $1,834 | $2,055-10.8% | $5,453-66.4% | $3,358-45.4% |
| Admin fee / account holder | $2,336 | $2,250+3.8% | $14,116-83.5% | $3,203-27.1% |