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 7-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 | $84,474 | $157,256-46.3% | $141,162-40.2% | $152,861-44.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.70% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $6,423 | $5,261+22.1% | $4,735+35.6% | $4,762+34.9% |
| Participant deferral / active EE | $15,174 | $7,109+113.4% | $6,709+126.2% | $5,850+159.4% |
| Admin fee / account holder | $10,495 | $12,120-13.4% | $10,261+2.3% | $11,596-9.5% |