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 | $53,082 | $67,331-21.2% | $60,874-12.8% | $134,475-60.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.37% | 49.93%-62.3pp | 16.90%-29.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $5,260 | $3,096+69.9% | $2,701+94.7% | $4,740+11.0% |
| Participant deferral / active EE | $7,693 | $4,538+69.5% | $3,817+101.6% | $6,400+20.2% |
| Admin fee / account holder | $564 | $4,582-87.7% | $3,224-82.5% | $11,426-95.1% |