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 | $154,267 | $73,515+109.8% | $62,995+144.9% | $147,584+4.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.15% | 175.43%-159.3pp | 87.57%-71.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $31,581 | $3,320+851.1% | $2,759+1044.7% | $4,876+547.6% |
| Participant deferral / active EE | $19,636 | $4,185+369.2% | $3,329+489.8% | $5,439+261.0% |
| Admin fee / account holder | $2,068 | $5,953-65.3% | $3,600-42.6% | $10,885-81.0% |