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 | $50,677 | $99,918-49.3% | $81,382-37.7% | $145,922-65.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.58% | 34.32%-25.7pp | 24.73%-16.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $6,349 | $2,978+113.2% | $2,463+157.8% | $4,660+36.3% |
| Participant deferral / active EE | $15,760 | $4,605+242.2% | $3,883+305.9% | $6,688+135.7% |
| Admin fee / account holder | $37,934 | $8,212+361.9% | $5,768+557.6% | $13,397+183.2% |