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 | $113,174 | $77,899+45.3% | $149,673-24.4% | $75,163+50.6% |
| Participation rate | 97.3% | 65.6%+31.7pp | 78.8%+18.5pp | 67.2%+30.1pp |
| Annual return | 14.22% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $8,839 | $3,137+181.7% | $4,818+83.5% | $2,670+231.1% |
| Participant deferral / active EE | $4,653 | $3,411+36.4% | $5,680-18.1% | $4,125+12.8% |
| Admin fee / account holder | $8,920 | $5,956+49.8% | $13,210-32.5% | $5,651+57.8% |