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 | $87,853 | $96,635-9.1% | $86,612+1.4% | $139,434-37.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.09% | 106.41%-88.3pp | 591.07%-573.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,801 | $3,263+16.5% | $3,022+25.7% | $4,751-20.0% |
| Participant deferral / active EE | $16,130 | $4,836+233.5% | $4,438+263.5% | $6,710+140.4% |
| Admin fee / account holder | $5,161 | $6,408-19.5% | $5,614-8.1% | $11,403-54.7% |