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 | $54,979 | $73,515-25.2% | $62,995-12.7% | $147,584-62.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.14% | 175.43%-161.3pp | 87.57%-73.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,685 | $3,320-49.3% | $2,759-38.9% | $4,876-65.4% |
| Participant deferral / active EE | $1,561 | $4,185-62.7% | $3,329-53.1% | $5,439-71.3% |
| Admin fee / account holder | $3,376 | $5,953-43.3% | $3,600-6.2% | $10,885-69.0% |