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 | $68,380 | $215,361-68.2% | $171,082-60.0% | $273,961-75.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.76% | 25.14%-21.4pp | 32.56%-28.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $7,950 | $4,967+60.1% | $4,002+98.7% | $4,869+63.3% |
| Participant deferral / active EE | $24,000 | $5,543+333.0% | $4,797+400.3% | $5,287+353.9% |
| Admin fee / account holder | $632 | $10,846-94.2% | $8,520-92.6% | $10,132-93.8% |