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 9-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 | $37,398 | $159,602-76.6% | $150,045-75.1% | $142,382-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.31% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $22,572 | $4,961+355.0% | $4,693+381.0% | $4,299+425.0% |
| Participant deferral / active EE | $36,862 | $8,310+343.6% | $7,997+360.9% | $6,507+466.5% |
| Admin fee / account holder | $8,088 | $14,846-45.5% | $13,435-39.8% | $12,624-35.9% |