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 | $44,111 | $177,572-75.2% | $154,803-71.5% | $142,382-69.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.12% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $25,076 | $4,810+421.3% | $4,305+482.4% | $4,299+483.3% |
| Participant deferral / active EE | $23,983 | $6,272+282.4% | $5,540+332.9% | $6,507+268.6% |
| Admin fee / account holder | $32,701 | $16,786+94.8% | $14,329+128.2% | $12,624+159.0% |