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.
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 | $17,723 | $27,641-35.9% | $61,373-71.1% | $68,494-74.1% |
| Participation rate | 92.3% | 39.5%+52.8pp | 52.6%+39.7pp | 67.9%+24.4pp |
| Annual return | -12.10% | -13.24%+1.1pp | 338.61%-350.7pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $520 | $2,010-74.1% | $2,130-75.6% | $5,403-90.4% |