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 7-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 | $35,299 | $108,919-67.6% | $100,391-64.8% | $145,922-75.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,193 | $4,419-5.1% | $3,942+6.4% | $4,660-10.0% |
| Participant deferral / active EE | $8,383 | $8,445-0.7% | $8,082+3.7% | $6,688+25.3% |
| Admin fee / account holder | $3,555 | $9,689-63.3% | $7,899-55.0% | $13,397-73.5% |