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 8-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 | $11,046 | $100,773-89.0% | $88,946-87.6% | $142,382-92.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 21.18% | 70.18%-49.0pp | 57.82%-36.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,266 | $2,918+11.9% | $2,555+27.8% | $4,299-24.0% |
| Participant deferral / active EE | $6,825 | $5,230+30.5% | $4,581+49.0% | $6,507+4.9% |
| Admin fee / account holder | $305 | $9,693-96.8% | $8,261-96.3% | $12,624-97.6% |