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 | $97,890 | $102,966-4.9% | $90,281+8.4% | $152,861-36.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.03% | 95.16%-81.1pp | 78.10%-64.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,300 | $3,139-26.7% | $2,854-19.4% | $4,762-51.7% |
| Participant deferral / active EE | $9,250 | $4,281+116.0% | $3,885+138.1% | $5,850+58.1% |
| Admin fee / account holder | $1,333 | $6,171-78.4% | $5,351-75.1% | $11,596-88.5% |