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 | $30,565 | $148,534-79.4% | $135,903-77.5% | $139,434-78.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.19% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,005 | $5,243-61.8% | $4,856-58.7% | $4,751-57.8% |
| Participant deferral / active EE | $16,463 | $8,100+103.2% | $7,758+112.2% | $6,710+145.3% |
| Admin fee / account holder | $1,273 | $12,400-89.7% | $10,762-88.2% | $11,403-88.8% |