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 | $62,966 | $100,773-37.5% | $88,946-29.2% | $142,382-55.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.99% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,573 | $2,918+125.3% | $2,555+157.3% | $4,299+52.9% |
| Participant deferral / active EE | $17,807 | $5,230+240.5% | $4,581+288.7% | $6,507+173.6% |
| Admin fee / account holder | $7,756 | $9,693-20.0% | $8,261-6.1% | $12,624-38.6% |