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 | $78,893 | $133,922-41.1% | $116,228-32.1% | $142,382-44.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.22% | 147.76%-134.5pp | 90.06%-76.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $8,249 | $3,446+139.4% | $2,994+175.5% | $4,299+91.9% |
| Participant deferral / active EE | $4,933 | $5,672-13.0% | $4,953-0.4% | $6,507-24.2% |
| Admin fee / account holder | $32,168 | $14,945+115.2% | $11,989+168.3% | $12,624+154.8% |