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 | $87,288 | $105,931-17.6% | $81,930+6.5% | $158,922-45.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 12.84% | 38.17%-25.3pp | 29.49%-16.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,531 | $7,800-67.6% | $4,310-41.3% | $4,761-46.8% |
| Participant deferral / active EE | $17,715 | $13,003+36.2% | $7,107+149.3% | $5,982+196.1% |
| Admin fee / account holder | $6,071 | $8,489-28.5% | $5,158+17.7% | $11,246-46.0% |