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 | $28,088 | $100,754-72.1% | $86,677-67.6% | $134,475-79.1% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -19.19% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,244 | $3,489-64.3% | $2,836-56.1% | $4,740-73.7% |
| Participant deferral / active EE | $2,984 | $5,338-44.1% | $4,656-35.9% | $6,400-53.4% |
| Admin fee / account holder | $1,502 | $10,926-86.3% | $7,493-80.0% | $11,426-86.9% |