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 10-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 | $64,607 | $198,466-67.4% | $170,442-62.1% | $147,584-56.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.49% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $29,417 | $6,184+375.7% | $5,433+441.5% | $4,876+503.3% |
| Participant deferral / active EE | $52,268 | $5,629+828.5% | $4,939+958.2% | $5,439+861.0% |
| Admin fee / account holder | $4,844 | $16,852-71.3% | $13,880-65.1% | $10,885-55.5% |