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 | $129,655 | $176,377-26.5% | $134,143-3.3% | $158,922-18.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.79% | 63.63%-46.8pp | 36.33%-19.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $4,500 | $5,040-10.7% | $3,704+21.5% | $4,761-5.5% |
| Participant deferral / active EE | $12,592 | $4,091+207.8% | $3,499+259.9% | $5,982+110.5% |
| Admin fee / account holder | $1,574 | $8,718-81.9% | $6,684-76.4% | $11,246-86.0% |