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 | $26,010 | $74,927-65.3% | $101,794-74.4% | $84,808-69.3% |
| Participation rate | 95.1% | 61.4%+33.7pp | 69.2%+25.9pp | 68.3%+26.8pp |
| Annual return | 14.68% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $752 | $6,514-88.5% | $8,777-91.4% | $7,344-89.8% |