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 | $115,135 | $171,865-33.0% | $149,718-23.1% | $147,584-22.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.77% | 2113.22%-2097.4pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $40,369 | $6,275+543.3% | $5,445+641.4% | $4,876+727.9% |
| Participant deferral / active EE | $119,170 | $7,271+1539.0% | $6,569+1714.1% | $5,439+2091.1% |
| Admin fee / account holder | $6,813 | $13,799-50.6% | $11,283-39.6% | $10,885-37.4% |