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 4-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 | $54,429 | $87,166-37.6% | $76,735-29.1% | $137,256-60.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.55% | 26.50%-7.9pp | 29.77%-11.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $30,749 | $2,904+958.7% | $2,454+1152.9% | $4,156+639.9% |
| Participant deferral / active EE | $99,570 | $4,726+2006.8% | $4,088+2335.7% | $6,407+1454.1% |
| Admin fee / account holder | $5,094 | $8,403-39.4% | $7,189-29.1% | $12,270-58.5% |