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 | $45,111 | $84,696-46.7% | $75,696-40.4% | $167,490-73.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 11.51% | 199.36%-187.8pp | 104.53%-93.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,594 | $3,230-19.7% | $2,743-5.4% | $4,837-46.4% |
| Participant deferral / active EE | $2,594 | $4,580-43.4% | $3,821-32.1% | $6,341-59.1% |
| Admin fee / account holder | $1,898 | $5,355-64.6% | $3,619-47.6% | $12,309-84.6% |