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 | $55,110 | $138,044-60.1% | $125,339-56.0% | $134,475-59.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.98% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $17,113 | $5,243+226.4% | $4,814+255.5% | $4,740+261.0% |
| Participant deferral / active EE | $59,765 | $7,799+666.3% | $7,446+702.6% | $6,400+833.9% |
| Admin fee / account holder | $7,861 | $11,571-32.1% | $10,010-21.5% | $11,426-31.2% |