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 | $91,411 | $159,602-42.7% | $150,045-39.1% | $142,382-35.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.71% | 70.24%-43.5pp | 62.55%-35.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $6,377 | $4,961+28.5% | $4,693+35.9% | $4,299+48.3% |
| Participant deferral / active EE | $42,651 | $8,310+413.2% | $7,997+433.3% | $6,507+555.4% |
| Admin fee / account holder | $25,405 | $14,846+71.1% | $13,435+89.1% | $12,624+101.2% |