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 | $119,605 | $165,912-27.9% | $122,332-2.2% | $147,584-19.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.34% | 34.55%-16.2pp | 30.27%-11.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $12,500 | $5,754+117.2% | $4,050+208.6% | $4,876+156.3% |
| Participant deferral / active EE | $18,000 | $4,005+349.4% | $3,287+447.6% | $5,439+231.0% |
| Admin fee / account holder | $8,205 | $7,424+10.5% | $5,478+49.8% | $10,885-24.6% |