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 | $76,952 | $72,400+6.3% | $67,502+14.0% | $145,922-47.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.33% | 7182.46%-7165.1pp | 3512.12%-3494.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $5,369 | $3,069+74.9% | $2,731+96.6% | $4,660+15.2% |
| Participant deferral / active EE | $8,558 | $4,783+78.9% | $4,000+113.9% | $6,688+28.0% |
| Admin fee / account holder | $2,947 | $5,539-46.8% | $3,998-26.3% | $13,397-78.0% |