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 | $37,342 | $72,400-48.4% | $67,502-44.7% | $145,922-74.4% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 13.86% | 7182.46%-7168.6pp | 3512.12%-3498.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,835 | $3,069+25.0% | $2,731+40.4% | $4,660-17.7% |
| Participant deferral / active EE | $2,881 | $4,783-39.8% | $4,000-28.0% | $6,688-56.9% |
| Admin fee / account holder | $6,076 | $5,539+9.7% | $3,998+52.0% | $13,397-54.6% |