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 | $166,611 | $133,958+24.4% | $112,228+48.5% | $134,475+23.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.53% | 47.11%-63.6pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $10,524 | $4,038+160.6% | $3,635+189.5% | $4,740+122.0% |
| Participant deferral / active EE | $8,764 | $5,291+65.7% | $4,728+85.4% | $6,400+36.9% |
| Admin fee / account holder | $8,456 | $7,489+12.9% | $6,410+31.9% | $11,426-26.0% |