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 | $46,221 | $96,128-51.9% | $136,007-66.0% | $80,856-42.8% |
| Participation rate | 91.7% | 71.2%+20.4pp | 76.5%+15.2pp | 67.6%+24.0pp |
| Annual return | 30.26% | 28.71%+1.6pp | 579.32%-549.1pp | 35.59%-5.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,025-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,040 | $8,236-87.4% | $6,858-84.8% | $6,918-85.0% |