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 | $54,887 | $104,106-47.3% | $71,086-22.8% | $135,375-59.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.45% | 1256.30%-1259.7pp | 650.59%-654.0pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,309 | $1,485+122.9% | $1,088+204.3% | $4,779-30.7% |
| Participant deferral / active EE | $1,534 | $2,527-39.3% | $1,874-18.1% | $5,609-72.6% |
| Admin fee / account holder | $2,318 | $4,142-44.0% | $3,082-24.8% | $10,827-78.6% |