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 | $67,474 | $108,919-38.1% | $100,391-32.8% | $145,922-53.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.59% | 57.88%-41.3pp | 49.20%-32.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,324 | $4,419-24.8% | $3,942-15.7% | $4,660-28.7% |
| Participant deferral / active EE | $5,852 | $8,445-30.7% | $8,082-27.6% | $6,688-12.5% |
| Admin fee / account holder | $25,652 | $9,689+164.8% | $7,899+224.8% | $13,397+91.5% |