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 | $76,441 | $159,602-52.1% | $150,045-49.1% | $142,382-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.99% | 70.24%-55.2pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $16,728 | $4,961+237.2% | $4,693+256.4% | $4,299+289.1% |
| Participant deferral / active EE | $34,622 | $8,310+316.6% | $7,997+332.9% | $6,507+432.0% |
| Admin fee / account holder | $23,052 | $14,846+55.3% | $13,435+71.6% | $12,624+82.6% |