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 | $70,948 | $129,942-45.4% | $104,294-32.0% | $134,475-47.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.07% | 42.03%-57.1pp | 24.61%-39.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,428 | $4,184-42.0% | $3,372-28.0% | $4,740-48.8% |
| Participant deferral / active EE | $4,238 | $5,588-24.2% | $4,625-8.4% | $6,400-33.8% |
| Admin fee / account holder | $8,407 | $9,323-9.8% | $7,339+14.6% | $11,426-26.4% |