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 | $53,633 | $159,901-66.5% | $146,958-63.5% | $145,922-63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.47% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,250 | $5,286-38.5% | $4,933-34.1% | $4,660-30.3% |
| Participant deferral / active EE | $3,250 | $8,428-61.4% | $8,070-59.7% | $6,688-51.4% |
| Admin fee / account holder | $9,406 | $15,044-37.5% | $12,998-27.6% | $13,397-29.8% |