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 | $17,375 | $154,228-88.7% | $145,433-88.1% | $137,256-87.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.87% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,804 | $4,8040% | $4,554+5.5% | $4,156+15.6% |
| Participant deferral / active EE | $12,919 | $8,216+57.2% | $7,897+63.6% | $6,407+101.6% |
| Admin fee / account holder | $2,881 | $14,344-79.9% | $13,129-78.1% | $12,270-76.5% |