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 | $78,548 | $158,817-50.5% | $121,196-35.2% | $135,375-42.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.84% | -0.64%-7.2pp | 16.93%-24.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $16,918 | $5,665+198.7% | $4,022+320.7% | $4,779+254.0% |
| Participant deferral / active EE | $14,710 | $4,005+267.3% | $3,344+339.8% | $5,609+162.3% |
| Admin fee / account holder | $9,684 | $6,512+48.7% | $5,019+92.9% | $10,827-10.6% |