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 | $92,162 | $150,947-38.9% | $129,295-28.7% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 69.6%-69.6pp | - |
| Annual return | 8.86% | 14.08%-5.2pp | 9429.28%-9420.4pp | - |
| Employer contribution / active EE | $0 | $2,535-100.0% | $4,157-100.0% | - |
| Participant deferral / active EE | $0 | $4,236-100.0% | $4,169-100.0% | - |
| Admin fee / account holder | $2,298 | $25,214-90.9% | $7,665-70.0% | - |