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 | $117,800 | $82,286+43.2% | $68,791+71.2% | $134,475-12.4% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -5.87% | -2.19%-3.7pp | -6.38%+0.5pp | 417.96%-423.8pp |
| Employer contribution / active EE | $2,117 | $3,301-35.9% | $2,655-20.3% | $4,740-55.3% |
| Participant deferral / active EE | $5,158 | $4,739+8.9% | $3,941+30.9% | $6,400-19.4% |
| Admin fee / account holder | $14,389 | $6,481+122.0% | $4,932+191.8% | $11,426+25.9% |