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 8-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 | $46,858 | $183,519-74.5% | $155,509-69.9% | $145,922-67.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.44% | 61.17%-36.7pp | 64.67%-40.2pp | 561.29%-536.9pp |
| Employer contribution / active EE | $16,370 | $5,313+208.1% | $4,672+250.4% | $4,660+251.3% |
| Participant deferral / active EE | $45,032 | $6,462+596.8% | $5,626+700.4% | $6,688+573.3% |
| Admin fee / account holder | $6,850 | $19,313-64.5% | $15,912-56.9% | $13,397-48.9% |