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 | $33,041 | $51,197-35.5% | $82,719-60.1% | $66,914-50.6% |
| Participation rate | 97.9% | 67.8%+30.1pp | 72.6%+25.4pp | 69.8%+28.1pp |
| Annual return | -7.31% | -9.64%+2.3pp | 701.18%-708.5pp | 1.58%-8.9pp |
| Employer contribution / active EE | $2,183 | $2,611-16.4% | $3,009-27.4% | $2,544-14.2% |
| Participant deferral / active EE | $4,197 | $3,458+21.4% | $4,395-4.5% | $4,237-0.9% |
| Admin fee / account holder | $1,558 | $416+274.8% | $5,329-70.8% | $593+162.5% |