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 | $56,972 | $100,852-43.5% | $90,404-37.0% | $158,922-64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.53% | 1724.20%-1696.7pp | 1293.02%-1265.5pp | 302.83%-275.3pp |
| Employer contribution / active EE | $5,087 | $3,689+37.9% | $3,262+55.9% | $4,761+6.8% |
| Participant deferral / active EE | $4,624 | $4,348+6.4% | $3,963+16.7% | $5,982-22.7% |
| Admin fee / account holder | $2,720 | $6,501-58.2% | $5,611-51.5% | $11,246-75.8% |