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 | $100,285 | $61,774+62.3% | $97,226+3.1% | $80,856+24.0% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.6%+24.4pp |
| Annual return | 13.18% | -557.90%+571.1pp | 75.13%-62.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $11,243 | $5,166+117.6% | $5,654+98.9% | $6,918+62.5% |