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 | $72,127 | $183,963-60.8% | $162,163-55.5% | $152,861-52.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.06% | 150.76%-129.7pp | 115.59%-94.5pp | 345.32%-324.3pp |
| Employer contribution / active EE | $25,691 | $6,371+303.3% | $5,614+357.6% | $4,762+439.5% |
| Participant deferral / active EE | $40,169 | $8,034+400.0% | $7,298+450.4% | $5,850+586.6% |
| Admin fee / account holder | $41,287 | $13,121+214.7% | $10,843+280.8% | $11,596+256.0% |