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 | $131,114 | $165,984-21.0% | $164,813-20.4% | $145,922-10.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.34% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-548.9pp |
| Employer contribution / active EE | $57,198 | $5,273+984.8% | $4,341+1217.7% | $4,660+1127.5% |
| Participant deferral / active EE | $60,575 | $6,959+770.5% | $6,031+904.3% | $6,688+805.8% |
| Admin fee / account holder | $2,403 | $16,648-85.6% | $12,690-81.1% | $13,397-82.1% |