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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,078 | $91,552+73.8% | $133,956+18.8% | $79,858+99.2% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.0pp |
| Annual return | 10.45% | 61.85%-51.4pp | 45.09%-34.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $13,673 | $2,384+473.7% | $3,919+248.9% | $2,471+453.4% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,581 | $6,321+67.4% | $8,927+18.5% | $5,306+99.4% |