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 | $10,931 | $69,518-84.3% | $59,878-81.7% | $135,375-91.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.96% | 7.94%+4.0pp | 3.46%+8.5pp | 519.73%-507.8pp |
| Employer contribution / active EE | $1,638 | $3,235-49.4% | $2,722-39.8% | $4,779-65.7% |
| Participant deferral / active EE | $2,360 | $4,206-43.9% | $3,402-30.6% | $5,609-57.9% |
| Admin fee / account holder | $1,758 | $5,734-69.3% | $3,590-51.0% | $10,827-83.8% |