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 | $38,583 | $165,984-76.8% | $164,813-76.6% | $145,922-73.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.73% | 100.03%-79.3pp | 69.93%-49.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $8,425 | $5,273+59.8% | $4,341+94.1% | $4,660+80.8% |
| Participant deferral / active EE | $20,810 | $6,959+199.0% | $6,031+245.0% | $6,688+211.2% |
| Admin fee / account holder | $57,892 | $16,648+247.7% | $12,690+356.2% | $13,397+332.1% |