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 | $104,352 | $99,877+4.5% | $84,966+22.8% | $145,922-28.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 83.76%-73.7pp | 66.38%-56.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $14,732 | $3,231+355.9% | $2,727+440.2% | $4,660+216.2% |
| Participant deferral / active EE | $32,418 | $5,291+512.8% | $4,519+617.3% | $6,688+384.7% |
| Admin fee / account holder | $23,488 | $7,248+224.1% | $6,149+282.0% | $13,397+75.3% |