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 | $105,522 | $95,561+10.4% | $77,163+36.8% | $139,434-24.3% |
| Participation rate | 83.3% | 73.9%+9.4pp | 69.6%+13.8pp | 80.3%+3.0pp |
| Annual return | 15.50% | 54.92%-39.4pp | 37.87%-22.4pp | 372.94%-357.4pp |
| Employer contribution / active EE | $493 | $3,147-84.3% | $2,535-80.5% | $4,751-89.6% |
| Participant deferral / active EE | $4,910 | $4,624+6.2% | $3,833+28.1% | $6,710-26.8% |
| Admin fee / account holder | $21,444 | $8,295+158.5% | $5,472+291.9% | $11,403+88.1% |