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 | $98,468 | $105,126-6.3% | $94,646+4.0% | $139,434-29.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.56% | 38.03%-19.5pp | 156.71%-138.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $8,201 | $4,106+99.7% | $3,672+123.3% | $4,751+72.6% |
| Participant deferral / active EE | $20,936 | $7,599+175.5% | $7,418+182.2% | $6,710+212.0% |
| Admin fee / account holder | $16,594 | $8,984+84.7% | $7,231+129.5% | $11,403+45.5% |