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 | $82,452 | $100,754-18.2% | $86,677-4.9% | $134,475-38.7% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -11.93% | 29.04%-41.0pp | 35.91%-47.8pp | 417.96%-429.9pp |
| Employer contribution / active EE | $26,307 | $3,489+653.9% | $2,836+827.5% | $4,740+455.0% |
| Participant deferral / active EE | $50,518 | $5,338+846.4% | $4,656+985.1% | $6,400+689.4% |
| Admin fee / account holder | $4,339 | $10,926-60.3% | $7,493-42.1% | $11,426-62.0% |