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 | $9,804 | $100,852-90.3% | $90,404-89.2% | $158,922-93.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.34% | 1724.20%-1715.9pp | 1293.02%-1284.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,144 | $3,689-41.9% | $3,262-34.3% | $4,761-55.0% |
| Participant deferral / active EE | $1,615 | $4,348-62.9% | $3,963-59.3% | $5,982-73.0% |
| Admin fee / account holder | $2,748 | $6,501-57.7% | $5,611-51.0% | $11,246-75.6% |