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 | $103,626 | $202,318-48.8% | $172,739-40.0% | $152,861-32.2% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 16.70% | 1029.65%-1013.0pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $16,763 | $5,856+186.2% | $5,143+225.9% | $4,762+252.0% |
| Participant deferral / active EE | $14,787 | $5,948+148.6% | $5,198+184.5% | $5,850+152.8% |
| Admin fee / account holder | $1,643 | $17,109-90.4% | $13,954-88.2% | $11,596-85.8% |