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 | $36,446 | $97,125-62.5% | $86,233-57.7% | $137,256-73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.38% | 74.19%-61.8pp | 61.39%-49.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $7,322 | $2,841+157.7% | $2,504+192.4% | $4,156+76.2% |
| Participant deferral / active EE | $17,483 | $5,180+237.5% | $4,559+283.5% | $6,407+172.9% |
| Admin fee / account holder | $4,237 | $9,725-56.4% | $8,342-49.2% | $12,270-65.5% |