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 | $49,745 | $179,726-72.3% | $156,263-68.2% | $142,382-65.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.92% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,344 | $5,069-14.3% | $4,333+0.3% | $4,299+1.0% |
| Participant deferral / active EE | $11,575 | $6,956+66.4% | $6,158+88.0% | $6,507+77.9% |
| Admin fee / account holder | $4,051 | $17,272-76.5% | $14,255-71.6% | $12,624-67.9% |