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 | $30,673 | $77,899-60.6% | $149,673-79.5% | $75,163-59.2% |
| Participation rate | 71.8% | 65.6%+6.2pp | 78.8%-7.0pp | 67.2%+4.6pp |
| Annual return | 13.43% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,507 | $5,956+26.0% | $13,210-43.2% | $5,651+32.8% |