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 | $54,879 | $88,751-38.2% | $81,812-32.9% | $145,922-62.4% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 12.53% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,279 | $3,083+6.3% | $2,912+12.6% | $4,660-29.6% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $9,671 | $8,415+14.9% | $7,386+30.9% | $13,397-27.8% |