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 | $84,509 | $138,044-38.8% | $125,339-32.6% | $134,475-37.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.20% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $9,750 | $5,243+86.0% | $4,814+102.6% | $4,740+105.7% |
| Participant deferral / active EE | $29,167 | $7,799+274.0% | $7,446+291.7% | $6,400+355.8% |
| Admin fee / account holder | $2,344 | $11,571-79.7% | $10,010-76.6% | $11,426-79.5% |