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 | $31,705 | $90,503-65.0% | $78,689-59.7% | $273,961-88.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.62% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,200 | $3,176-62.2% | $2,851-57.9% | $4,869-75.4% |
| Participant deferral / active EE | $9,600 | $3,901+146.1% | $3,517+173.0% | $5,287+81.6% |
| Admin fee / account holder | $20,932 | $5,263+297.7% | $4,510+364.1% | $10,132+106.6% |