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 | $84,237 | $97,757-13.8% | $83,848+0.5% | $135,375-37.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.73% | 1287.37%-1284.6pp | 850.88%-848.1pp | 519.73%-517.0pp |
| Employer contribution / active EE | $5,456 | $4,222+29.2% | $3,631+50.3% | $4,779+14.2% |
| Participant deferral / active EE | $7,779 | $4,682+66.1% | $4,082+90.6% | $5,609+38.7% |
| Admin fee / account holder | $20,441 | $6,674+206.3% | $5,478+273.1% | $10,827+88.8% |