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 | $39,371 | $57,354-31.4% | $83,848-53.0% | $64,186-38.7% |
| Participation rate | 92.7% | 68.6%+24.1pp | 76.1%+16.5pp | 69.6%+23.1pp |
| Annual return | -5.86% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,650 | $2,545+43.4% | $3,631+0.5% | $2,381+53.3% |
| Participant deferral / active EE | $3,040 | $2,993+1.6% | $4,082-25.5% | $3,470-12.4% |
| Admin fee / account holder | $486 | $4,046-88.0% | $5,478-91.1% | $4,888-90.1% |