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 | $23,560 | $112,729-79.1% | $98,716-76.1% | $137,256-82.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 57.22% | 38.48%+18.7pp | 31.81%+25.4pp | 220.34%-163.1pp |
| Employer contribution / active EE | $6,537 | $2,725+139.9% | $2,279+186.9% | $4,156+57.3% |
| Participant deferral / active EE | $12,171 | $4,640+162.3% | $4,048+200.7% | $6,407+90.0% |
| Admin fee / account holder | $866 | $10,129-91.5% | $8,703-90.1% | $12,270-92.9% |