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 | $42,864 | $101,069-57.6% | $81,478-47.4% | $147,584-71.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.23% | 32.40%-16.2pp | 38.78%-22.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $7,039 | $3,205+119.6% | $2,568+174.1% | $4,876+44.4% |
| Participant deferral / active EE | $18,868 | $4,242+344.8% | $3,537+433.5% | $5,439+246.9% |
| Admin fee / account holder | $5,822 | $5,812+0.2% | $4,561+27.6% | $10,885-46.5% |