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 | $35,962 | $69,518-48.3% | $59,878-39.9% | $135,375-73.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.71% | 7.94%-13.7pp | 3.46%-9.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $8,892 | $3,235+174.9% | $2,722+226.7% | $4,779+86.1% |
| Participant deferral / active EE | $10,332 | $4,206+145.7% | $3,402+203.7% | $5,609+84.2% |
| Admin fee / account holder | $1,703 | $5,734-70.3% | $3,590-52.6% | $10,827-84.3% |