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 | $106,255 | $115,770-8.2% | $101,248+4.9% | $158,922-33.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 11.12% | 56.14%-45.0pp | 46.47%-35.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $16,216 | $4,175+288.4% | $3,660+343.1% | $4,761+240.6% |
| Participant deferral / active EE | $7,595 | $4,957+53.2% | $4,370+73.8% | $5,982+27.0% |
| Admin fee / account holder | $40,433 | $7,245+458.1% | $5,945+580.1% | $11,246+259.5% |