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 | $31,335 | $176,377-82.2% | $134,143-76.6% | $158,922-80.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.13% | 63.63%-53.5pp | 36.33%-26.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,796 | $5,040-44.5% | $3,704-24.5% | $4,761-41.3% |
| Participant deferral / active EE | $6,771 | $4,091+65.5% | $3,499+93.5% | $5,982+13.2% |
| Admin fee / account holder | $1,248 | $8,718-85.7% | $6,684-81.3% | $11,246-88.9% |