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 | $51,717 | $73,515-29.7% | $62,995-17.9% | $147,584-65.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.30% | 175.43%-158.1pp | 87.57%-70.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $9,058 | $3,320+172.8% | $2,759+228.3% | $4,876+85.8% |
| Participant deferral / active EE | $20,042 | $4,185+378.9% | $3,329+502.0% | $5,439+268.5% |
| Admin fee / account holder | $481 | $5,953-91.9% | $3,600-86.6% | $10,885-95.6% |