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 | $18,973 | $159,602-88.1% | $150,045-87.4% | $142,382-86.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 30.23% | 70.24%-40.0pp | 62.55%-32.3pp | 217.08%-186.9pp |
| Employer contribution / active EE | $4,744 | $4,961-4.4% | $4,693+1.1% | $4,299+10.4% |
| Participant deferral / active EE | $14,066 | $8,310+69.3% | $7,997+75.9% | $6,507+116.2% |
| Admin fee / account holder | $2,860 | $14,846-80.7% | $13,435-78.7% | $12,624-77.3% |