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 | $92,829 | $165,335-43.9% | $149,696-38.0% | $158,922-41.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.98% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $5,974 | $5,103+17.1% | $4,644+28.6% | $4,761+25.5% |
| Participant deferral / active EE | $11,728 | $7,181+63.3% | $6,842+71.4% | $5,982+96.1% |
| Admin fee / account holder | $12,214 | $10,807+13.0% | $9,309+31.2% | $11,246+8.6% |