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 | $100,708 | $65,685+53.3% | $57,179+76.1% | $273,961-63.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.42% | 21.99%-16.6pp | 14.59%-9.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $10,030 | $3,279+205.9% | $2,682+273.9% | $4,869+106.0% |
| Participant deferral / active EE | $10,039 | $3,782+165.4% | $3,096+224.2% | $5,287+89.9% |
| Admin fee / account holder | $8,049 | $4,835+66.5% | $3,139+156.4% | $10,132-20.6% |