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 | $49,143 | $72,400-32.1% | $67,502-27.2% | $145,922-66.3% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 11.90% | 7182.46%-7170.6pp | 3512.12%-3500.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,769 | $3,069-42.4% | $2,731-35.2% | $4,660-62.0% |
| Participant deferral / active EE | $1,769 | $4,783-63.0% | $4,000-55.8% | $6,688-73.6% |
| Admin fee / account holder | $7,097 | $5,539+28.1% | $3,998+77.5% | $13,397-47.0% |