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 | $82,175 | $159,602-48.5% | $150,045-45.2% | $142,382-42.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.69% | 70.24%-54.5pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,476 | $4,961-9.8% | $4,693-4.6% | $4,299+4.1% |
| Participant deferral / active EE | $25,582 | $8,310+207.8% | $7,997+219.9% | $6,507+293.1% |
| Admin fee / account holder | $536 | $14,846-96.4% | $13,435-96.0% | $12,624-95.8% |