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 | $82,736 | $58,523+41.4% | $99,443-16.8% | $72,985+13.4% |
| Participation rate | 91.7% | 64.6%+27.0pp | 73.8%+17.8pp | 69.5%+22.2pp |
| Annual return | 23.69% | 28.51%-4.8pp | 30.72%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,607-100.0% |
| Admin fee / account holder | $761 | $4,102-81.5% | $6,250-87.8% | $5,124-85.2% |