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 | $85,105 | $88,507-3.8% | $98,442-13.5% | - |
| Participation rate | 0.0% | 61.4%-61.4pp | 73.3%-73.3pp | - |
| Annual return | 16.35% | 11.96%+4.4pp | 1492.73%-1476.4pp | - |
| Employer contribution / active EE | $0 | $1,785-100.0% | $2,960-100.0% | - |
| Participant deferral / active EE | $0 | $2,583-100.0% | $4,276-100.0% | - |
| Admin fee / account holder | $4,054 | $5,313-23.7% | $5,949-31.9% | - |