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 7-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 | $78,142 | $214,378-63.5% | $200,582-61.0% | $142,382-45.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.67% | 46.41%-29.7pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,607 | $6,841+11.2% | $6,419+18.5% | $4,299+76.9% |
| Participant deferral / active EE | $13,496 | $9,865+36.8% | $9,331+44.6% | $6,507+107.4% |
| Admin fee / account holder | $4,961 | $17,692-72.0% | $16,305-69.6% | $12,624-60.7% |