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 | $55,140 | $96,635-42.9% | $86,612-36.3% | $139,434-60.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.44% | 106.41%-88.0pp | 591.07%-572.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,577 | $3,263+9.6% | $3,022+18.4% | $4,751-24.7% |
| Participant deferral / active EE | $11,425 | $4,836+136.3% | $4,438+157.5% | $6,710+70.3% |
| Admin fee / account holder | $11,109 | $6,408+73.4% | $5,614+97.9% | $11,403-2.6% |