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 | $36,784 | $84,696-56.6% | $75,696-51.4% | $167,490-78.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.31% | 199.36%-181.1pp | 104.53%-86.2pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,906 | $3,230-10.0% | $2,743+5.9% | $4,837-39.9% |
| Participant deferral / active EE | $2,607 | $4,580-43.1% | $3,821-31.8% | $6,341-58.9% |
| Admin fee / account holder | $2,022 | $5,355-62.2% | $3,619-44.1% | $12,309-83.6% |