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 | $44,734 | $210,408-78.7% | $153,485-70.9% | $145,922-69.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.52% | 13.37%+6.2pp | 15.65%+3.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $8,712 | $6,048+44.0% | $5,039+72.9% | $4,660+87.0% |
| Participant deferral / active EE | $19,223 | $7,975+141.0% | $6,757+184.5% | $6,688+187.4% |
| Admin fee / account holder | $39,092 | $19,419+101.3% | $12,724+207.2% | $13,397+191.8% |