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 | $188,785 | $124,281+51.9% | $109,143+73.0% | $167,490+12.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 14.88% | 26.04%-11.2pp | 25.75%-10.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,007 | $4,207-76.1% | $3,722-72.9% | $4,837-79.2% |
| Participant deferral / active EE | $9,285 | $5,255+76.7% | $4,653+99.5% | $6,341+46.4% |
| Admin fee / account holder | $11,092 | $7,970+39.2% | $6,752+64.3% | $12,309-9.9% |