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 | $41,583 | $110,261-62.3% | $95,745-56.6% | $139,434-70.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 15.04% | 27.11%-12.1pp | 28.35%-13.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,616 | $3,257-50.4% | $2,835-43.0% | $4,751-66.0% |
| Participant deferral / active EE | $28,615 | $4,676+512.0% | $4,245+574.2% | $6,710+326.4% |
| Admin fee / account holder | $8,041 | $6,613+21.6% | $5,678+41.6% | $11,403-29.5% |