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 | $32,587 | $112,881-71.1% | $90,951-64.2% | $158,922-79.5% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 18.40% | 215.79%-197.4pp | 134.60%-116.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $632 | $2,893-78.1% | $2,122-70.2% | $4,761-86.7% |
| Participant deferral / active EE | $1,202 | $4,128-70.9% | $3,373-64.4% | $5,982-79.9% |
| Admin fee / account holder | $8,813 | $8,041+9.6% | $5,959+47.9% | $11,246-21.6% |