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 | $50,531 | $96,635-47.7% | $86,612-41.7% | $139,434-63.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.73% | 106.41%-91.7pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,918 | $3,263+50.7% | $3,022+62.7% | $4,751+3.5% |
| Participant deferral / active EE | $14,780 | $4,836+205.6% | $4,438+233.1% | $6,710+120.3% |
| Admin fee / account holder | $8,677 | $6,408+35.4% | $5,614+54.6% | $11,403-23.9% |