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 4-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 | $30,671 | $165,984-81.5% | $164,813-81.4% | $145,922-79.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.50% | 100.03%-83.5pp | 69.93%-53.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,858 | $5,273-45.8% | $4,341-34.2% | $4,660-38.7% |
| Participant deferral / active EE | $4,082 | $6,959-41.3% | $6,031-32.3% | $6,688-39.0% |
| Admin fee / account holder | $3,642 | $16,648-78.1% | $12,690-71.3% | $13,397-72.8% |