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 8-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 | $11,672 | $114,381-89.8% | $107,525-89.1% | $142,382-91.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.86% | 242.71%-227.8pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,165 | $4,015+3.7% | $3,754+11.0% | $4,299-3.1% |
| Participant deferral / active EE | $12,713 | $5,564+128.5% | $5,116+148.5% | $6,507+95.4% |
| Admin fee / account holder | $614 | $9,860-93.8% | $8,919-93.1% | $12,624-95.1% |