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 4-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 | $20,682 | $148,534-86.1% | $135,903-84.8% | $139,434-85.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.48% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $18,308 | $5,243+249.2% | $4,856+277.0% | $4,751+285.4% |
| Participant deferral / active EE | $21,183 | $8,100+161.5% | $7,758+173.1% | $6,710+215.7% |
| Admin fee / account holder | $1,871 | $12,400-84.9% | $10,762-82.6% | $11,403-83.6% |