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 | $190,488 | $97,044+96.3% | $83,333+128.6% | $135,375+40.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.30% | 12.31%-15.6pp | 10.63%-13.9pp | 519.73%-523.0pp |
| Employer contribution / active EE | $13,631 | $4,143+229.0% | $3,379+303.5% | $4,779+185.2% |
| Participant deferral / active EE | $9,713 | $5,964+62.8% | $5,565+74.5% | $5,609+73.2% |
| Admin fee / account holder | $14,813 | $8,380+76.8% | $7,510+97.2% | $10,827+36.8% |