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 | $59,168 | $105,630-44.0% | $87,507-32.4% | $273,961-78.4% |
| Participation rate | 70.0% | 78.2%-8.2pp | 73.8%-3.8pp | 83.0%-13.0pp |
| Annual return | 8.59% | 12.25%-3.7pp | 12.21%-3.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,536 | $3,141-51.1% | $2,550-39.7% | $4,869-68.4% |
| Participant deferral / active EE | $3,193 | $3,601-11.3% | $3,149+1.4% | $5,287-39.6% |
| Admin fee / account holder | $7,522 | $4,781+57.3% | $4,221+78.2% | $10,132-25.8% |