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 | $238,074 | $148,534+60.3% | $135,903+75.2% | $139,434+70.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.88% | 79.19%-59.3pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,509 | $5,243-14.0% | $4,856-7.2% | $4,751-5.1% |
| Participant deferral / active EE | $14,537 | $8,100+79.5% | $7,758+87.4% | $6,710+116.6% |
| Admin fee / account holder | $60,306 | $12,400+386.3% | $10,762+460.4% | $11,403+428.9% |