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 | $95,865 | $121,625-21.2% | $104,607-8.4% | $158,922-39.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.89% | 465.26%-456.4pp | 340.46%-331.6pp | 302.83%-293.9pp |
| Employer contribution / active EE | $4,079 | $3,163+29.0% | $2,681+52.2% | $4,761-14.3% |
| Participant deferral / active EE | $5,042 | $4,177+20.7% | $3,740+34.8% | $5,982-15.7% |
| Admin fee / account holder | $1,786 | $7,787-77.1% | $6,473-72.4% | $11,246-84.1% |