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 9-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 | $31,761 | $148,534-78.6% | $135,903-76.6% | $139,434-77.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 14.49% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,826 | $5,243-27.0% | $4,856-21.2% | $4,751-19.5% |
| Participant deferral / active EE | $6,679 | $8,100-17.5% | $7,758-13.9% | $6,710-0.5% |
| Admin fee / account holder | $4,367 | $12,400-64.8% | $10,762-59.4% | $11,403-61.7% |