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 | $50,736 | $209,411-75.8% | $178,490-71.6% | $158,922-68.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.49% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $3,988 | $5,706-30.1% | $5,011-20.4% | $4,761-16.2% |
| Participant deferral / active EE | $5,180 | $5,954-13.0% | $5,202-0.4% | $5,982-13.4% |
| Admin fee / account holder | $4,409 | $17,074-74.2% | $13,984-68.5% | $11,246-60.8% |