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 | $63,900 | $117,983-45.8% | $101,794-37.2% | $142,382-55.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.72% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,990 | $2,773+188.2% | $2,289+249.1% | $4,299+85.9% |
| Participant deferral / active EE | $23,024 | $4,714+388.5% | $4,084+463.8% | $6,507+253.8% |
| Admin fee / account holder | $5,352 | $10,433-48.7% | $8,777-39.0% | $12,624-57.6% |