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 | $75,148 | $228,332-67.1% | $185,823-59.6% | $158,922-52.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.07% | 40.80%-24.7pp | 35.95%-19.9pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,209 | $4,967-75.7% | $4,087-70.4% | $4,761-74.6% |
| Participant deferral / active EE | $2,489 | $6,415-61.2% | $5,632-55.8% | $5,982-58.4% |
| Admin fee / account holder | $1,224 | $11,864-89.7% | $9,500-87.1% | $11,246-89.1% |