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 | $29,032 | $67,331-56.9% | $60,874-52.3% | $134,475-78.4% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.1%+8.7pp | 81.2%+0.6pp |
| Annual return | -14.04% | 49.93%-64.0pp | 16.90%-30.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,750 | $3,096+21.1% | $2,701+38.8% | $4,740-20.9% |
| Participant deferral / active EE | $4,485 | $4,538-1.2% | $3,817+17.5% | $6,400-29.9% |
| Admin fee / account holder | $847 | $4,582-81.5% | $3,224-73.7% | $11,426-92.6% |