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 6-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 | $29,725 | $110,257-73.0% | $96,544-69.2% | $139,434-78.7% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 13.71% | 26.32%-12.6pp | 25.84%-12.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,698 | $5,548-51.4% | $4,851-44.4% | $6,710-59.8% |
| Admin fee / account holder | $1,584 | $11,591-86.3% | $8,252-80.8% | $11,403-86.1% |