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 8-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 | $31,560 | $84,696-62.7% | $75,696-58.3% | $167,490-81.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.06% | 199.36%-187.3pp | 104.53%-92.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $19,925 | $3,230+516.9% | $2,743+626.5% | $4,837+311.9% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,375 | $5,355-74.3% | $3,619-62.0% | $12,309-88.8% |