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 | $21,078 | $117,841-82.1% | $102,423-79.4% | $145,922-85.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 17.51% | 31.65%-14.1pp | 29.32%-11.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,368 | $3,615-6.8% | $3,023+11.4% | $4,660-27.7% |
| Participant deferral / active EE | $5,528 | $5,731-3.5% | $5,053+9.4% | $6,688-17.3% |
| Admin fee / account holder | $13,029 | $13,326-2.2% | $9,451+37.9% | $13,397-2.7% |