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 | $18,314 | $148,534-87.7% | $135,903-86.5% | $139,434-86.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.28% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $5,164 | $5,243-1.5% | $4,856+6.3% | $4,751+8.7% |
| Participant deferral / active EE | $13,000 | $8,100+60.5% | $7,758+67.6% | $6,710+93.7% |
| Admin fee / account holder | $317 | $12,400-97.4% | $10,762-97.1% | $11,403-97.2% |