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 | $99,881 | $76,653+30.3% | $70,449+41.8% | - |
| Participation rate | 0.0% | 80.3%-80.3pp | 75.1%-75.1pp | - |
| Annual return | 19.96% | 4.62%+15.3pp | 109.03%-89.1pp | - |
| Employer contribution / active EE | $0 | $2,510-100.0% | $2,737-100.0% | - |
| Participant deferral / active EE | $0 | $4,121-100.0% | $3,709-100.0% | - |
| Admin fee / account holder | $45,172 | $17,353+160.3% | $3,845+1074.8% | - |