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 | $53,486 | $185,822-71.2% | $169,993-68.5% | $139,434-61.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.57% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,967 | $7,590-74.1% | $6,785-71.0% | $4,751-58.6% |
| Participant deferral / active EE | $7,869 | $11,622-32.3% | $10,408-24.4% | $6,710+17.3% |
| Admin fee / account holder | $4,942 | $15,381-67.9% | $12,815-61.4% | $11,403-56.7% |