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 | $53,995 | $131,829-59.0% | $108,579-50.3% | $273,961-80.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 7.24% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $19,454 | $4,912+296.0% | $3,758+417.6% | $4,869+299.6% |
| Participant deferral / active EE | $26,581 | $5,127+418.4% | $4,311+516.6% | $5,287+402.8% |
| Admin fee / account holder | $6,302 | $10,252-38.5% | $7,645-17.6% | $10,132-37.8% |