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 | $46,509 | $69,207-32.8% | $64,056-27.4% | $139,434-66.6% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 16.89% | 45.88%-29.0pp | 33.69%-16.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,380 | $3,182-56.6% | $2,747-49.7% | $4,751-70.9% |
| Participant deferral / active EE | $4,688 | $4,682+0.1% | $3,880+20.8% | $6,710-30.1% |
| Admin fee / account holder | $18,196 | $4,244+328.7% | $3,068+493.1% | $11,403+59.6% |