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 | $69,797 | $99,341-29.7% | $84,750-17.6% | $273,961-74.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.11% | 22.93%-17.8pp | 22.78%-17.7pp | 41.45%-36.3pp |
| Employer contribution / active EE | $7,576 | $4,214+79.8% | $3,574+112.0% | $4,869+55.6% |
| Participant deferral / active EE | $15,861 | $4,269+271.5% | $3,712+327.3% | $5,287+200.0% |
| Admin fee / account holder | $8,450 | $6,644+27.2% | $5,332+58.5% | $10,132-16.6% |