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 | $74,046 | $157,256-52.9% | $141,162-47.5% | $152,861-51.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 19.81% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $4,150 | $5,261-21.1% | $4,735-12.4% | $4,762-12.9% |
| Participant deferral / active EE | $4,150 | $7,109-41.6% | $6,709-38.1% | $5,850-29.1% |
| Admin fee / account holder | $4,245 | $12,120-65.0% | $10,261-58.6% | $11,596-63.4% |