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 | $41,122 | $106,584-61.4% | $101,326-59.4% | $142,382-71.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.54% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $16,811 | $3,956+324.9% | $3,665+358.6% | $4,299+291.0% |
| Participant deferral / active EE | $22,924 | $8,297+176.3% | $7,994+186.8% | $6,507+252.3% |
| Admin fee / account holder | $10,652 | $11,446-6.9% | $11,185-4.8% | $12,624-15.6% |