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 7-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 | $21,597 | $101,069-78.6% | $81,478-73.5% | $147,584-85.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 10.37% | 32.40%-22.0pp | 38.78%-28.4pp | 578.55%-568.2pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,647 | $5,812+14.4% | $4,561+45.7% | $10,885-38.9% |