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 9-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 | $244,501 | $270,507-9.6% | $130,488+87.4% | $270,507-9.6% |
| Participation rate | 100.0% | 93.5%+6.5pp | 85.7%+14.3pp | 93.5%+6.5pp |
| Annual return | 8.28% | -4.71%+13.0pp | 3.94%+4.3pp | -4.71%+13.0pp |
| Employer contribution / active EE | $0 | $25,782-100.0% | $11,763-100.0% | $25,782-100.0% |
| Participant deferral / active EE | $0 | $5,950-100.0% | $5,470-100.0% | $5,950-100.0% |
| Admin fee / account holder | $12,365 | $10,647+16.1% | $10,652+16.1% | $10,647+16.1% |