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 | $53,712 | $65,685-18.2% | $57,179-6.1% | $273,961-80.4% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 7.71% | 21.99%-14.3pp | 14.59%-6.9pp | 41.45%-33.7pp |
| Employer contribution / active EE | $9,474 | $3,279+189.0% | $2,682+253.2% | $4,869+94.6% |
| Participant deferral / active EE | $15,611 | $3,782+312.8% | $3,096+404.2% | $5,287+195.3% |
| Admin fee / account holder | $1,876 | $4,835-61.2% | $3,139-40.2% | $10,132-81.5% |