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 5-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 | $50,703 | $159,602-68.2% | $150,045-66.2% | $142,382-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.43% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,227 | $4,961+5.4% | $4,693+11.4% | $4,299+21.6% |
| Participant deferral / active EE | $10,382 | $8,310+24.9% | $7,997+29.8% | $6,507+59.5% |
| Admin fee / account holder | $7,083 | $14,846-52.3% | $13,435-47.3% | $12,624-43.9% |