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 | $125,627 | $148,534-15.4% | $135,903-7.6% | $139,434-9.9% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 32.08% | 79.19%-47.1pp | 68.23%-36.2pp | 372.94%-340.9pp |
| Employer contribution / active EE | $2,250 | $5,243-57.1% | $4,856-53.7% | $4,751-52.6% |
| Participant deferral / active EE | $10,194 | $8,100+25.8% | $7,758+31.4% | $6,710+51.9% |
| Admin fee / account holder | $20,517 | $12,400+65.5% | $10,762+90.6% | $11,403+79.9% |