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 | $114,381-8.9% | $107,525-3.1% | $142,382-26.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.60% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,727 | $4,015-57.0% | $3,754-54.0% | $4,299-59.8% |
| Participant deferral / active EE | $5,218 | $5,564-6.2% | $5,116+2.0% | $6,507-19.8% |
| Admin fee / account holder | $4,627 | $9,860-53.1% | $8,919-48.1% | $12,624-63.3% |