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 | $91,036 | $70,756+28.7% | $65,493+39.0% | $142,382-36.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.41% | 1754.89%-1743.5pp | 982.45%-971.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $5,138 | $2,881+78.4% | $2,574+99.6% | $4,299+19.5% |
| Participant deferral / active EE | $8,538 | $4,637+84.1% | $3,961+115.5% | $6,507+31.2% |
| Admin fee / account holder | $3,553 | $6,559-45.8% | $5,028-29.3% | $12,624-71.9% |