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 | $42,710 | $91,019-53.1% | $392,568-89.1% | $72,985-41.5% |
| Participation rate | 95.2% | 74.4%+20.8pp | 78.1%+17.1pp | 69.5%+25.7pp |
| Annual return | 17.20% | 20.00%-2.8pp | 24.42%-7.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $969 | $4,895-80.2% | $6,260-84.5% | $5,124-81.1% |