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 | $62,873 | $70,756-11.1% | $65,493-4.0% | $142,382-55.8% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 15.07% | 1754.89%-1739.8pp | 982.45%-967.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,060 | $2,881-63.2% | $2,574-58.8% | $4,299-75.3% |
| Participant deferral / active EE | $2,655 | $4,637-42.7% | $3,961-33.0% | $6,507-59.2% |
| Admin fee / account holder | $2,318 | $6,559-64.7% | $5,028-53.9% | $12,624-81.6% |