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 | $48,614 | $105,126-53.8% | $94,646-48.6% | $139,434-65.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 38.03%-22.0pp | 156.71%-140.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $11,401 | $4,106+177.7% | $3,672+210.5% | $4,751+140.0% |
| Participant deferral / active EE | $18,913 | $7,599+148.9% | $7,418+155.0% | $6,710+181.9% |
| Admin fee / account holder | $9,281 | $8,984+3.3% | $7,231+28.4% | $11,403-18.6% |