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 | $10,336 | $69,207-85.1% | $64,056-83.9% | $139,434-92.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.43% | 45.88%-30.5pp | 33.69%-18.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,231 | $3,182+1.5% | $2,747+17.6% | $4,751-32.0% |
| Participant deferral / active EE | $6,649 | $4,682+42.0% | $3,880+71.4% | $6,710-0.9% |
| Admin fee / account holder | $844 | $4,244-80.1% | $3,068-72.5% | $11,403-92.6% |