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 6-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 | $46,738 | $103,949-55.0% | $69,182-32.4% | $273,961-82.9% |
| Participation rate | 91.7% | 67.4%+24.3pp | 55.1%+36.6pp | 83.0%+8.7pp |
| Annual return | 5.28% | 35.28%-30.0pp | -21.93%+27.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,498 | $2,716-8.0% | $1,897+31.7% | $5,287-52.7% |
| Admin fee / account holder | $20,005 | $3,671+445.0% | $2,697+641.8% | $10,132+97.4% |