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 | $242,830 | $78,694+208.6% | $67,652+258.9% | $125,391+93.7% |
| Participation rate | 73.3% | 78.8%-5.5pp | 75.7%-2.3pp | 83.2%-9.9pp |
| Annual return | 0.37% | 9.46%-9.1pp | 6625.04%-6624.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,644 | $7,403+16.8% | $4,821+79.3% | $9,540-9.4% |