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 7-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 | $33,730 | $58,577-42.4% | $83,333-59.5% | $64,186-47.4% |
| Participation rate | 76.7% | 72.0%+4.6pp | 77.8%-1.1pp | 69.6%+7.1pp |
| Annual return | -6.67% | 9.65%-16.3pp | 10.63%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,063 | $9,275-77.8% | $7,510-72.5% | $4,888-57.8% |