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 | $58,975 | $69,518-15.2% | $59,878-1.5% | $135,375-56.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.27% | 7.94%-14.2pp | 3.46%-9.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $9,303 | $3,235+187.6% | $2,722+241.8% | $4,779+94.7% |
| Participant deferral / active EE | $25,173 | $4,206+498.6% | $3,402+640.0% | $5,609+348.8% |
| Admin fee / account holder | $453 | $5,734-92.1% | $3,590-87.4% | $10,827-95.8% |