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 | $82,533 | $201,272-59.0% | $184,203-55.2% | $145,922-43.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.14% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,404 | $7,022-65.8% | $6,427-62.6% | $4,660-48.4% |
| Participant deferral / active EE | $4,772 | $9,806-51.3% | $9,131-47.7% | $6,688-28.7% |
| Admin fee / account holder | $75,442 | $16,364+361.0% | $13,901+442.7% | $13,397+463.1% |