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 9-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 | $58,649 | $133,922-56.2% | $116,228-49.5% | $142,382-58.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.50% | 147.76%-136.3pp | 90.06%-78.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,832 | $3,446+11.2% | $2,994+28.0% | $4,299-10.9% |
| Participant deferral / active EE | $9,481 | $5,672+67.1% | $4,953+91.4% | $6,507+45.7% |
| Admin fee / account holder | $28,546 | $14,945+91.0% | $11,989+138.1% | $12,624+126.1% |