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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $606 | $60,022-99.0% | $88,946-99.3% | $84,808-99.3% |
| Participation rate | 81.3% | 57.8%+23.4pp | 68.8%+12.4pp | 68.3%+12.9pp |
| Annual return | 39.25% | 22.43%+16.8pp | 57.82%-18.6pp | 40.90%-1.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,060 | $3,114-1.7% | $4,581-33.2% | $4,212-27.3% |
| Admin fee / account holder | $318 | $4,811-93.4% | $8,261-96.1% | $7,344-95.7% |