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 9-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 | $74,620 | $132,634-43.7% | $115,768-35.5% | $137,256-45.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.63% | 160.70%-148.1pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,554 | $3,360-53.7% | $2,940-47.1% | $4,156-62.6% |
| Participant deferral / active EE | $14,759 | $5,619+162.7% | $4,917+200.2% | $6,407+130.4% |
| Admin fee / account holder | $12,634 | $15,028-15.9% | $12,439+1.6% | $12,270+3.0% |