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 | $68,485 | $96,635-29.1% | $86,612-20.9% | $139,434-50.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.99% | 106.41%-91.4pp | 591.07%-576.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,443 | $3,263-25.1% | $3,022-19.2% | $4,751-48.6% |
| Participant deferral / active EE | $10,010 | $4,836+107.0% | $4,438+125.6% | $6,710+49.2% |
| Admin fee / account holder | $1,280 | $6,408-80.0% | $5,614-77.2% | $11,403-88.8% |