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 | $46,091 | $69,207-33.4% | $64,056-28.0% | $139,434-66.9% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 15.75% | 45.88%-30.1pp | 33.69%-17.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,291 | $3,182-28.0% | $2,747-16.6% | $4,751-51.8% |
| Participant deferral / active EE | $2,291 | $4,682-51.1% | $3,880-40.9% | $6,710-65.9% |
| Admin fee / account holder | $1,340 | $4,244-68.4% | $3,068-56.3% | $11,403-88.2% |