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 5-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 | $56,655 | $114,381-50.5% | $107,525-47.3% | $142,382-60.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.96% | 242.71%-227.7pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $35,808 | $4,015+791.9% | $3,754+854.0% | $4,299+732.9% |
| Participant deferral / active EE | $68,040 | $5,564+1122.8% | $5,116+1230.0% | $6,507+945.6% |
| Admin fee / account holder | $1,098 | $9,860-88.9% | $8,919-87.7% | $12,624-91.3% |