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 4-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 | $15,618 | $107,452-85.5% | $91,541-82.9% | $142,382-89.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.26% | 22.06%-5.8pp | 20.50%-4.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,550 | $2,994+52.0% | $2,505+81.7% | $4,299+5.8% |
| Participant deferral / active EE | $4,061 | $4,754-14.6% | $4,008+1.3% | $6,507-37.6% |
| Admin fee / account holder | $1,097 | $8,834-87.6% | $6,956-84.2% | $12,624-91.3% |