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 | $82,355 | $64,307+28.1% | $57,343+43.6% | $125,391-34.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.88% | 25.12%-23.2pp | 24.39%-22.5pp | 282.22%-280.3pp |
| Employer contribution / active EE | $870 | $3,193-72.8% | $2,689-67.7% | $4,866-82.1% |
| Participant deferral / active EE | $4,231 | $3,848+9.9% | $3,162+33.8% | $5,352-20.9% |
| Admin fee / account holder | $14,562 | $5,242+177.8% | $3,356+334.0% | $9,540+52.6% |