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 7-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 | $29,609 | $105,126-71.8% | $94,646-68.7% | $139,434-78.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.63% | 38.03%-21.4pp | 156.71%-140.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,422 | $4,106-41.0% | $3,672-34.0% | $4,751-49.0% |
| Participant deferral / active EE | $4,680 | $7,599-38.4% | $7,418-36.9% | $6,710-30.3% |
| Admin fee / account holder | $7,401 | $8,984-17.6% | $7,231+2.3% | $11,403-35.1% |