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 | $38,322 | $138,065-72.2% | $123,544-69.0% | $135,375-71.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.05% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $10,829 | $5,151+110.2% | $4,628+134.0% | $4,779+126.6% |
| Participant deferral / active EE | $20,027 | $6,799+194.6% | $6,426+211.7% | $5,609+257.1% |
| Admin fee / account holder | $4,310 | $10,916-60.5% | $9,284-53.6% | $10,827-60.2% |