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 | $54,299 | $73,515-26.1% | $62,995-13.8% | $147,584-63.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.03% | 175.43%-162.4pp | 87.57%-74.5pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,445 | $3,320+3.7% | $2,759+24.9% | $4,876-29.4% |
| Participant deferral / active EE | $2,550 | $4,185-39.1% | $3,329-23.4% | $5,439-53.1% |
| Admin fee / account holder | $1,391 | $5,953-76.6% | $3,600-61.4% | $10,885-87.2% |