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 | $23,355 | $165,335-85.9% | $149,696-84.4% | $158,922-85.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.00% | 348.15%-326.1pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $15,859 | $5,103+210.8% | $4,644+241.5% | $4,761+233.1% |
| Participant deferral / active EE | $20,142 | $7,181+180.5% | $6,842+194.4% | $5,982+236.7% |
| Admin fee / account holder | $443 | $10,807-95.9% | $9,309-95.2% | $11,246-96.1% |