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 5-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 | $24,878 | $159,602-84.4% | $150,045-83.4% | $142,382-82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.99% | 70.24%-54.2pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,473 | $4,961+10.3% | $4,693+16.6% | $4,299+27.3% |
| Participant deferral / active EE | $6,365 | $8,310-23.4% | $7,997-20.4% | $6,507-2.2% |
| Admin fee / account holder | $13,426 | $14,846-9.6% | $13,435-0.1% | $12,624+6.4% |