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 | $44,377 | $175,600-74.7% | $129,110-65.6% | $134,475-67.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.3%+10.2pp | 81.2%+6.3pp |
| Annual return | 5.16% | -11.39%+16.5pp | -10.94%+16.1pp | 417.96%-412.8pp |
| Employer contribution / active EE | $2,384 | $6,355-62.5% | $5,052-52.8% | $4,740-49.7% |
| Participant deferral / active EE | $11,041 | $7,975+38.4% | $6,542+68.8% | $6,400+72.5% |
| Admin fee / account holder | $12,733 | $23,567-46.0% | $14,302-11.0% | $11,426+11.4% |