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 | $121,343 | $103,031+17.8% | $78,805+54.0% | $357,791-66.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 13.00% | -11.97%+25.0pp | -2.71%+15.7pp | 396.79%-383.8pp |
| Employer contribution / active EE | $49,279 | $6,909+613.3% | $4,059+1114.2% | $7,508+556.4% |
| Participant deferral / active EE | $29,623 | $5,060+485.5% | $3,584+726.5% | $5,521+436.6% |
| Admin fee / account holder | $56,672 | $5,883+863.3% | $5,677+898.4% | $28,387+99.6% |