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 | $57,357 | $127,777-55.1% | $106,548-46.2% | $167,490-65.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.22% | 33.87%-23.7pp | 26.80%-16.6pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,608 | $3,427-23.9% | $2,819-7.5% | $4,837-46.1% |
| Participant deferral / active EE | $5,810 | $5,087+14.2% | $4,398+32.1% | $6,341-8.4% |
| Admin fee / account holder | $12,620 | $11,228+12.4% | $7,407+70.4% | $12,309+2.5% |