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 | $115,753 | $149,333-22.5% | $106,387+8.8% | $135,375-14.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -7.57% | 0.52%-8.1pp | 0.25%-7.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,263 | $4,984-34.5% | $3,520-7.3% | $4,779-31.7% |
| Participant deferral / active EE | $9,366 | $7,230+29.5% | $5,421+72.8% | $5,609+67.0% |
| Admin fee / account holder | $9,339 | $15,952-41.5% | $7,510+24.4% | $10,827-13.7% |