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 | $151,364 | $172,111-12.1% | $150,298+0.7% | $137,256+10.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.54% | 69.37%-40.8pp | 62.79%-34.2pp | 220.34%-191.8pp |
| Employer contribution / active EE | $15,001 | $4,636+223.6% | $4,154+261.1% | $4,156+261.0% |
| Participant deferral / active EE | $6,423 | $6,166+4.2% | $5,453+17.8% | $6,407+0.3% |
| Admin fee / account holder | $11,914 | $16,471-27.7% | $14,116-15.6% | $12,270-2.9% |