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.)
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 | $75,309 | $65,685+14.7% | $57,179+31.7% | $273,961-72.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.79% | 21.99%-12.2pp | 14.59%-4.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,000 | $3,279-39.0% | $2,682-25.4% | $4,869-58.9% |
| Participant deferral / active EE | $2,000 | $3,782-47.1% | $3,096-35.4% | $5,287-62.2% |
| Admin fee / account holder | $22,971 | $4,835+375.1% | $3,139+631.8% | $10,132+126.7% |