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 | $104,194 | $111,535-6.6% | $105,223-1.0% | $137,256-24.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.60% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,727 | $3,939-56.2% | $3,689-53.2% | $4,156-58.4% |
| Participant deferral / active EE | $5,218 | $5,500-5.1% | $5,072+2.9% | $6,407-18.5% |
| Admin fee / account holder | $4,627 | $9,721-52.4% | $8,859-47.8% | $12,270-62.3% |