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 | $150,004 | $185,822-19.3% | $169,993-11.8% | $139,434+7.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.11% | 60.50%-44.4pp | 53.37%-37.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $69,068 | $7,590+810.0% | $6,785+917.9% | $4,751+1353.8% |
| Participant deferral / active EE | $75,554 | $11,622+550.1% | $10,408+625.9% | $6,710+1026.0% |
| Admin fee / account holder | $2,920 | $15,381-81.0% | $12,815-77.2% | $11,403-74.4% |