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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,260 | $96,635-28.3% | $86,612-20.0% | $139,434-50.3% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 20.59% | 106.41%-85.8pp | 591.07%-570.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,962 | $3,263+21.4% | $3,022+31.1% | $4,751-16.6% |
| Participant deferral / active EE | $1,374 | $4,836-71.6% | $4,438-69.0% | $6,710-79.5% |
| Admin fee / account holder | $6,337 | $6,408-1.1% | $5,614+12.9% | $11,403-44.4% |