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 | $53,990 | $115,882-53.4% | $100,516-46.3% | $158,922-66.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 17.89% | 34.79%-16.9pp | 30.89%-13.0pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,571 | $4,103-61.7% | $3,418-54.0% | $4,761-67.0% |
| Participant deferral / active EE | $3,758 | $6,674-43.7% | $6,270-40.1% | $5,982-37.2% |
| Admin fee / account holder | $3,387 | $10,995-69.2% | $8,081-58.1% | $11,246-69.9% |