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 | $18,346 | $88,594-79.3% | $70,092-73.8% | $134,475-86.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -9.89% | 442.67%-452.6pp | 190.73%-200.6pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,640 | $3,233+12.6% | $2,559+42.3% | $4,740-23.2% |
| Participant deferral / active EE | $11,663 | $4,772+144.4% | $3,849+203.0% | $6,400+82.2% |
| Admin fee / account holder | $317 | $10,441-97.0% | $6,267-94.9% | $11,426-97.2% |