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 | $106,967 | $197,591-45.9% | $177,821-39.8% | $158,922-32.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.87% | 58.76%-51.9pp | 48.32%-41.5pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,794 | $6,697-73.2% | $5,918-69.7% | $4,761-62.3% |
| Participant deferral / active EE | $3,706 | $8,405-55.9% | $7,714-52.0% | $5,982-38.0% |
| Admin fee / account holder | $7,084 | $15,399-54.0% | $12,427-43.0% | $11,246-37.0% |