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 4-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 | $130,809 | $111,814+17.0% | $93,654+39.7% | $145,959-10.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.35% | 203.30%-192.9pp | 133.34%-123.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $828 | $3,092-73.2% | $2,421-65.8% | $4,661-82.2% |
| Participant deferral / active EE | $4,715 | $4,914-4.1% | $4,413+6.9% | $6,689-29.5% |
| Admin fee / account holder | $14,119 | $10,246+37.8% | $8,282+70.5% | $13,398+5.4% |