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 9-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 | $31,231 | $105,931-70.5% | $81,930-61.9% | $158,922-80.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.20% | 38.17%-26.0pp | 29.49%-17.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,015 | $7,800-87.0% | $4,310-76.5% | $4,761-78.7% |
| Participant deferral / active EE | $1,015 | $13,003-92.2% | $7,107-85.7% | $5,982-83.0% |
| Admin fee / account holder | $6,274 | $8,489-26.1% | $5,158+21.6% | $11,246-44.2% |