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 4-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 | $110,803 | $110,257+0.5% | $96,544+14.8% | $139,434-20.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.39% | 26.32%-9.9pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,570 | $3,620-29.0% | $2,965-13.3% | $4,751-45.9% |
| Participant deferral / active EE | $7,547 | $5,548+36.0% | $4,851+55.6% | $6,710+12.5% |
| Admin fee / account holder | $5,265 | $11,591-54.6% | $8,252-36.2% | $11,403-53.8% |