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 10-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 | $181,338 | $167,307+8.4% | $143,757+26.1% | $134,475+34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.98% | 0.46%-2.4pp | -0.04%-1.9pp | 417.96%-419.9pp |
| Employer contribution / active EE | $10,376 | $5,619+84.7% | $4,951+109.6% | $4,740+118.9% |
| Participant deferral / active EE | $37,716 | $6,446+485.1% | $5,637+569.1% | $6,400+489.3% |
| Admin fee / account holder | $1,088 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |