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 | $48,874 | $70,756-30.9% | $65,493-25.4% | $142,382-65.7% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 12.27% | 1754.89%-1742.6pp | 982.45%-970.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,341 | $2,881-53.5% | $2,574-47.9% | $4,299-68.8% |
| Participant deferral / active EE | $1,791 | $4,637-61.4% | $3,961-54.8% | $6,507-72.5% |
| Admin fee / account holder | $6,710 | $6,559+2.3% | $5,028+33.5% | $12,624-46.8% |