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 | $107,849 | $106,115+1.6% | $85,969+25.5% | $125,391-14.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.99% | 13.93%-15.9pp | 9.32%-11.3pp | 282.22%-284.2pp |
| Employer contribution / active EE | $9,637 | $4,537+112.4% | $3,474+177.4% | $4,866+98.0% |
| Participant deferral / active EE | $5,380 | $4,859+10.7% | $3,829+40.5% | $5,352+0.5% |
| Admin fee / account holder | $26,194 | $8,144+221.6% | $6,053+332.7% | $9,540+174.6% |