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 | $213,467 | $79,633+168.1% | $93,789+127.6% | $68,494+211.7% |
| Participation rate | 97.4% | 75.4%+22.0pp | 81.0%+16.4pp | 67.9%+29.5pp |
| Annual return | 8.92% | -0.10%+9.0pp | -11.33%+20.3pp | -7.84%+16.8pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,094-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,594 | $6,871+97.8% | $7,195+88.9% | $5,403+151.6% |