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 5-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 | $35,301 | $159,602-77.9% | $150,045-76.5% | $142,382-75.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.96% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $15,014 | $4,961+202.7% | $4,693+219.9% | $4,299+249.2% |
| Participant deferral / active EE | $39,486 | $8,310+375.2% | $7,997+393.8% | $6,507+506.8% |
| Admin fee / account holder | $10,027 | $14,846-32.5% | $13,435-25.4% | $12,624-20.6% |