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 | $31,604 | $127,386-75.2% | $115,037-72.5% | $125,391-74.8% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -0.91% | 31.28%-32.2pp | 26.14%-27.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,280 | $5,166-55.9% | $4,608-50.5% | $4,866-53.1% |
| Participant deferral / active EE | $4,955 | $6,423-22.9% | $6,026-17.8% | $5,352-7.4% |
| Admin fee / account holder | $5,952 | $9,516-37.4% | $8,175-27.2% | $9,540-37.6% |