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 | $29,289 | $69,207-57.7% | $64,056-54.3% | $139,434-79.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.47% | 45.88%-31.4pp | 33.69%-19.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $6,162 | $3,182+93.6% | $2,747+124.3% | $4,751+29.7% |
| Participant deferral / active EE | $5,720 | $4,682+22.2% | $3,880+47.4% | $6,710-14.8% |
| Admin fee / account holder | $6,745 | $4,244+58.9% | $3,068+119.9% | $11,403-40.8% |