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 | $79,140 | $86,655-8.7% | $119,609-33.8% | $66,914+18.3% |
| Participation rate | 93.5% | 75.6%+17.9pp | 79.3%+14.2pp | 69.8%+23.7pp |
| Annual return | -17.31% | -8.00%-9.3pp | -14.97%-2.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,499 | $2,536-40.9% | $4,232-64.6% | $2,544-41.1% |
| Participant deferral / active EE | $3,791 | $4,358-13.0% | $5,602-32.3% | $4,237-10.5% |
| Admin fee / account holder | $12,928 | $755+1613.0% | $10,323+25.2% | $593+2079.2% |