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 5-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 | $50,506 | $124,281-59.4% | $109,143-53.7% | $167,490-69.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.95% | 26.04%-16.1pp | 25.75%-15.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $4,230 | $4,207+0.5% | $3,722+13.6% | $4,837-12.6% |
| Participant deferral / active EE | $12,055 | $5,255+129.4% | $4,653+159.1% | $6,341+90.1% |
| Admin fee / account holder | $22,562 | $7,970+183.1% | $6,752+234.1% | $12,309+83.3% |