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 | $76,062 | $106,584-28.6% | $101,326-24.9% | $142,382-46.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.40% | 36.93%-23.5pp | 36.82%-23.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $8,866 | $3,956+124.1% | $3,665+141.9% | $4,299+106.2% |
| Participant deferral / active EE | $14,198 | $8,297+71.1% | $7,994+77.6% | $6,507+118.2% |
| Admin fee / account holder | $1,270 | $11,446-88.9% | $11,185-88.6% | $12,624-89.9% |