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 | $56,465 | $127,386-55.7% | $115,037-50.9% | $125,391-55.0% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | 2.72% | 31.28%-28.6pp | 26.14%-23.4pp | 282.22%-279.5pp |
| Employer contribution / active EE | $5,047 | $5,166-2.3% | $4,608+9.5% | $4,866+3.7% |
| Participant deferral / active EE | $3,288 | $6,423-48.8% | $6,026-45.4% | $5,352-38.6% |
| Admin fee / account holder | $2,785 | $9,516-70.7% | $8,175-65.9% | $9,540-70.8% |