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 | $53,623 | $107,452-50.1% | $91,541-41.4% | $142,382-62.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.14% | 22.06%-10.9pp | 20.50%-9.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,361 | $2,994+12.2% | $2,505+34.2% | $4,299-21.8% |
| Participant deferral / active EE | $9,844 | $4,754+107.1% | $4,008+145.6% | $6,507+51.3% |
| Admin fee / account holder | $15,434 | $8,834+74.7% | $6,956+121.9% | $12,624+22.3% |