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 | $60,721 | $124,425-51.2% | $112,040-45.8% | $137,256-55.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.38% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,987 | $3,411+75.5% | $2,954+102.7% | $4,156+44.1% |
| Participant deferral / active EE | $10,095 | $5,718+76.5% | $5,098+98.0% | $6,407+57.6% |
| Admin fee / account holder | $521 | $15,207-96.6% | $12,098-95.7% | $12,270-95.8% |