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 | $235,606 | $183,519+28.4% | $155,509+51.5% | $145,922+61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,942 | $5,313+30.7% | $4,672+48.6% | $4,660+49.0% |
| Participant deferral / active EE | $32,457 | $6,462+402.2% | $5,626+476.9% | $6,688+385.3% |
| Admin fee / account holder | $1,818 | $19,313-90.6% | $15,912-88.6% | $13,397-86.4% |