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 | $16,146 | $100,773-84.0% | $88,946-81.8% | $142,382-88.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.40% | 70.18%-54.8pp | 57.82%-42.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $375 | $2,918-87.1% | $2,555-85.3% | $4,299-91.3% |
| Participant deferral / active EE | $6,648 | $5,230+27.1% | $4,581+45.1% | $6,507+2.2% |
| Admin fee / account holder | $1,479 | $9,693-84.7% | $8,261-82.1% | $12,624-88.3% |