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 7-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 | $69,714 | $109,881-36.6% | $150,045-53.5% | $84,808-17.8% |
| Participation rate | 81.7% | 76.1%+5.6pp | 82.3%-0.6pp | 68.3%+13.4pp |
| Annual return | 14.63% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,852 | $3,561+8.2% | $4,693-17.9% | $2,631+46.4% |
| Participant deferral / active EE | $6,618 | $6,636-0.3% | $7,997-17.2% | $4,212+57.1% |
| Admin fee / account holder | $1,384 | $8,568-83.9% | $13,435-89.7% | $7,344-81.2% |