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 | $49,145 | $214,378-77.1% | $200,582-75.5% | $142,382-65.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.85% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $10,512 | $6,841+53.7% | $6,419+63.8% | $4,299+144.5% |
| Participant deferral / active EE | $21,155 | $9,865+114.5% | $9,331+126.7% | $6,507+225.1% |
| Admin fee / account holder | $1,137 | $17,692-93.6% | $16,305-93.0% | $12,624-91.0% |