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 | $73,717 | $148,534-50.4% | $135,903-45.8% | $139,434-47.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.08% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,124 | $5,243-21.3% | $4,856-15.1% | $4,751-13.2% |
| Participant deferral / active EE | $9,429 | $8,100+16.4% | $7,758+21.5% | $6,710+40.5% |
| Admin fee / account holder | $951 | $12,400-92.3% | $10,762-91.2% | $11,403-91.7% |