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 | $119,241 | $111,814+6.6% | $103,374+15.3% | $145,959-18.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.80% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,200 | $4,214-47.8% | $3,869-43.1% | $4,661-52.8% |
| Participant deferral / active EE | $30,500 | $5,618+442.9% | $5,058+503.0% | $6,689+356.0% |
| Admin fee / account holder | $12,930 | $9,754+32.6% | $8,394+54.0% | $13,398-3.5% |