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 | $89,066 | $167,307-46.8% | $143,757-38.0% | $134,475-33.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.13% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $33,889 | $5,619+503.1% | $4,951+584.5% | $4,740+615.0% |
| Participant deferral / active EE | $18,422 | $6,446+185.8% | $5,637+226.8% | $6,400+187.9% |
| Admin fee / account holder | $5,121 | $18,088-71.7% | $14,673-65.1% | $11,426-55.2% |