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 | $36,611 | $228,332-84.0% | $185,823-80.3% | $158,922-77.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 8.01% | 40.80%-32.8pp | 35.95%-27.9pp | 302.83%-294.8pp |
| Employer contribution / active EE | $3,186 | $4,967-35.8% | $4,087-22.0% | $4,761-33.1% |
| Participant deferral / active EE | $15,380 | $6,415+139.8% | $5,632+173.1% | $5,982+157.1% |
| Admin fee / account holder | $16,816 | $11,864+41.7% | $9,500+77.0% | $11,246+49.5% |