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 | $73,400 | $198,466-63.0% | $170,442-56.9% | $147,584-50.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.69% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $8,863 | $6,184+43.3% | $5,433+63.1% | $4,876+81.8% |
| Participant deferral / active EE | $42,792 | $5,629+660.1% | $4,939+766.3% | $5,439+686.8% |
| Admin fee / account holder | $3,393 | $16,852-79.9% | $13,880-75.6% | $10,885-68.8% |