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 | $117,983-80.0% | $101,794-76.9% | $142,382-83.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 57.22% | 36.92%+20.3pp | 30.53%+26.7pp | 217.08%-159.9pp |
| Employer contribution / active EE | $6,537 | $2,773+135.8% | $2,289+185.6% | $4,299+52.1% |
| Participant deferral / active EE | $12,171 | $4,714+158.2% | $4,084+198.0% | $6,507+87.0% |
| Admin fee / account holder | $866 | $10,433-91.7% | $8,777-90.1% | $12,624-93.1% |