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 | $39,855 | $81,632-51.2% | $70,449-43.4% | $158,922-74.9% |
| Participation rate | 88.2% | 77.7%+10.5pp | 75.1%+13.2pp | 82.0%+6.3pp |
| Annual return | 11.58% | 208.40%-196.8pp | 109.03%-97.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,364 | $3,217-57.6% | $2,737-50.2% | $4,761-71.4% |
| Participant deferral / active EE | $1,364 | $4,554-70.1% | $3,709-63.2% | $5,982-77.2% |
| Admin fee / account holder | $2,620 | $6,193-57.7% | $3,845-31.9% | $11,246-76.7% |