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 | $228,064 | $82,286+177.2% | $68,791+231.5% | $134,475+69.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.40% | -2.19%-8.2pp | -6.38%-4.0pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,083 | $3,301-67.2% | $2,655-59.2% | $4,740-77.2% |
| Participant deferral / active EE | $54,319 | $4,739+1046.3% | $3,941+1278.3% | $6,400+748.8% |
| Admin fee / account holder | $146,030 | $6,481+2153.4% | $4,932+2860.9% | $11,426+1178.1% |