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 | $128,290 | $175,202-26.8% | $149,673-14.3% | $139,434-8.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.88% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $23,301 | $5,474+325.6% | $4,818+383.7% | $4,751+390.5% |
| Participant deferral / active EE | $17,780 | $6,519+172.8% | $5,680+213.0% | $6,710+165.0% |
| Admin fee / account holder | $84,688 | $16,150+424.4% | $13,210+541.1% | $11,403+642.7% |