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 | $68,785 | $197,591-65.2% | $177,821-61.3% | $158,922-56.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.60% | 58.76%-50.2pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $10,564 | $6,697+57.7% | $5,918+78.5% | $4,761+121.9% |
| Participant deferral / active EE | $11,250 | $8,405+33.9% | $7,714+45.8% | $5,982+88.1% |
| Admin fee / account holder | $43,275 | $15,399+181.0% | $12,427+248.2% | $11,246+284.8% |