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 | $113,692 | $90,503+25.6% | $78,689+44.5% | $273,961-58.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.54% | 75.60%-64.1pp | 62.18%-50.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $29,669 | $3,176+834.2% | $2,851+940.8% | $4,869+509.4% |
| Participant deferral / active EE | $1,051 | $3,901-73.1% | $3,517-70.1% | $5,287-80.1% |
| Admin fee / account holder | $11,840 | $5,263+124.9% | $4,510+162.5% | $10,132+16.9% |