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 | $103,767 | $100,970+2.8% | $96,576+7.4% | $137,256-24.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.21% | 38.16%-24.0pp | 38.47%-24.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,341 | $3,809+40.2% | $3,553+50.3% | $4,156+28.5% |
| Participant deferral / active EE | $6,535 | $8,286-21.1% | $7,956-17.9% | $6,407+2.0% |
| Admin fee / account holder | $937 | $11,312-91.7% | $11,381-91.8% | $12,270-92.4% |