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 | $154,228-50.4% | $145,433-47.4% | $137,256-44.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.99% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $16,728 | $4,804+248.2% | $4,554+267.3% | $4,156+302.5% |
| Participant deferral / active EE | $34,622 | $8,216+321.4% | $7,897+338.4% | $6,407+440.4% |
| Admin fee / account holder | $23,052 | $14,344+60.7% | $13,129+75.6% | $12,270+87.9% |