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 | $111,838 | $176,662-36.7% | $130,648-14.4% | $152,861-26.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 26.92% | 2692.24%-2665.3pp | 1708.96%-1682.0pp | 345.32%-318.4pp |
| Employer contribution / active EE | $42,173 | $5,742+634.5% | $4,092+930.7% | $4,762+785.6% |
| Participant deferral / active EE | $25,000 | $4,361+473.2% | $3,603+593.9% | $5,850+327.3% |
| Admin fee / account holder | $839 | $7,133-88.2% | $5,464-84.7% | $11,596-92.8% |