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 | $107,167 | $114,381-6.3% | $107,525-0.3% | $142,382-24.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.92% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $7,028 | $4,015+75.1% | $3,754+87.2% | $4,299+63.5% |
| Participant deferral / active EE | $14,349 | $5,564+157.9% | $5,116+180.5% | $6,507+120.5% |
| Admin fee / account holder | $946 | $9,860-90.4% | $8,919-89.4% | $12,624-92.5% |