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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,212 | $209,411-92.7% | $178,490-91.5% | $158,922-90.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.70% | 188.75%-164.0pp | 151.07%-126.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $21,314 | $5,706+273.5% | $5,011+325.4% | $4,761+347.7% |
| Participant deferral / active EE | $18,830 | $5,954+216.2% | $5,202+262.0% | $5,982+214.8% |
| Admin fee / account holder | $855 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |