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 | $170,368 | $755,339-77.4% | $379,746-55.1% | $158,922+7.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 12.17% | 53.41%-41.2pp | 34.90%-22.7pp | 302.83%-290.7pp |
| Employer contribution / active EE | $4,741 | $4,685+1.2% | $3,540+33.9% | $4,761-0.4% |
| Participant deferral / active EE | $9,814 | $7,938+23.6% | $6,024+62.9% | $5,982+64.1% |
| Admin fee / account holder | $18,472 | $14,482+27.6% | $7,927+133.0% | $11,246+64.3% |