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 | $33,138 | $165,335-80.0% | $149,696-77.9% | $158,922-79.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.38% | 348.15%-319.8pp | 276.60%-248.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $45,637 | $5,103+794.4% | $4,644+882.7% | $4,761+858.5% |
| Participant deferral / active EE | $6,945 | $7,181-3.3% | $6,842+1.5% | $5,982+16.1% |
| Admin fee / account holder | $419 | $10,807-96.1% | $9,309-95.5% | $11,246-96.3% |