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 | $144,686 | $107,934+34.1% | $91,989+57.3% | $152,861-5.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 16.89% | 89.24%-72.4pp | 69.02%-52.1pp | 345.32%-328.4pp |
| Employer contribution / active EE | $16,161 | $4,210+283.9% | $3,452+368.2% | $4,762+239.3% |
| Participant deferral / active EE | $12,608 | $6,364+98.1% | $5,923+112.9% | $5,850+115.5% |
| Admin fee / account holder | $3,581 | $10,520-66.0% | $7,743-53.7% | $11,596-69.1% |