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 | $36,177 | $100,754-64.1% | $86,677-58.3% | $134,475-73.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.35% | 29.04%-39.4pp | 35.91%-46.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $130,324 | $3,489+3635.0% | $2,836+4494.7% | $4,740+2649.7% |
| Participant deferral / active EE | $107,436 | $5,338+1912.7% | $4,656+2207.7% | $6,400+1578.8% |
| Admin fee / account holder | $4,001 | $10,926-63.4% | $7,493-46.6% | $11,426-65.0% |