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 | $100,970-59.3% | $96,576-57.4% | $137,256-70.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.54% | 38.16%-24.6pp | 38.47%-24.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $16,811 | $3,809+341.3% | $3,553+373.1% | $4,156+304.5% |
| Participant deferral / active EE | $22,924 | $8,286+176.6% | $7,956+188.1% | $6,407+257.8% |
| Admin fee / account holder | $10,652 | $11,312-5.8% | $11,381-6.4% | $12,270-13.2% |