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 | $31,936 | $105,859-69.8% | $90,160-64.6% | $147,584-78.4% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 15.28% | 37.63%-22.3pp | 34.88%-19.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,122 | $4,126-72.8% | $3,318-66.2% | $4,876-77.0% |
| Participant deferral / active EE | $4,584 | $5,733-20.1% | $5,288-13.3% | $5,439-15.7% |
| Admin fee / account holder | $1,433 | $8,046-82.2% | $5,943-75.9% | $10,885-86.8% |