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 | $110,199 | $115,882-4.9% | $100,516+9.6% | $158,922-30.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.16% | 34.79%-21.6pp | 30.89%-17.7pp | 302.83%-289.7pp |
| Employer contribution / active EE | $5,887 | $4,103+43.5% | $3,418+72.2% | $4,761+23.6% |
| Participant deferral / active EE | $16,068 | $6,674+140.8% | $6,270+156.3% | $5,982+168.6% |
| Admin fee / account holder | $11,495 | $10,995+4.5% | $8,081+42.2% | $11,246+2.2% |