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 | $121,897 | $183,592-33.6% | $155,567-21.6% | $145,959-16.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.98% | 61.24%-40.3pp | 64.74%-43.8pp | 561.95%-541.0pp |
| Employer contribution / active EE | $240,222 | $5,315+4419.9% | $4,674+5039.4% | $4,661+5054.1% |
| Participant deferral / active EE | $409,105 | $6,464+6228.7% | $5,628+7169.4% | $6,689+6016.5% |
| Admin fee / account holder | $236,576 | $19,318+1124.6% | $15,916+1386.4% | $13,398+1665.8% |