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 | $32,848 | $118,427-72.3% | $66,042-50.3% | $142,382-76.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 9.53% | 35.57%-26.0pp | 52.11%-42.6pp | 217.08%-207.5pp |
| Employer contribution / active EE | $11,737 | $2,570+356.8% | $1,579+643.2% | $4,299+173.0% |
| Participant deferral / active EE | $3,965 | $4,311-8.0% | $2,835+39.8% | $6,507-39.1% |
| Admin fee / account holder | $6,433 | $9,593-32.9% | $5,747+11.9% | $12,624-49.0% |