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 | $85,387 | $202,432-57.8% | $169,368-49.6% | $139,434-38.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.53% | 531.74%-515.2pp | 405.60%-389.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $11,072 | $4,692+136.0% | $4,013+175.9% | $4,751+133.1% |
| Participant deferral / active EE | $20,982 | $6,938+202.4% | $6,221+237.3% | $6,710+212.7% |
| Admin fee / account holder | $21,212 | $10,708+98.1% | $9,003+135.6% | $11,403+86.0% |