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 | $30,914 | $71,829-57.0% | $69,780-55.7% | $142,382-78.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 17.45% | 31.01%-13.6pp | 26.31%-8.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,396 | $4,385-68.2% | $4,168-66.5% | $4,299-67.5% |
| Participant deferral / active EE | $2,700 | $6,819-60.4% | $6,164-56.2% | $6,507-58.5% |
| Admin fee / account holder | $2,011 | $7,818-74.3% | $7,285-72.4% | $12,624-84.1% |