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 | $37,099 | $118,680-68.7% | $98,907-62.5% | $158,922-76.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 13.06% | 372.35%-359.3pp | 196.43%-183.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,789 | $3,333-16.3% | $2,689+3.7% | $4,761-41.4% |
| Participant deferral / active EE | $3,578 | $5,088-29.7% | $4,244-15.7% | $5,982-40.2% |
| Admin fee / account holder | $4,704 | $10,131-53.6% | $6,642-29.2% | $11,246-58.2% |