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 | $24,736 | $90,600-72.7% | $79,464-68.9% | $135,375-81.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.66% | 977.43%-981.1pp | 718.14%-721.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,200 | $3,068-28.3% | $2,800-21.4% | $4,779-54.0% |
| Participant deferral / active EE | $2,200 | $4,050-45.7% | $3,704-40.6% | $5,609-60.8% |
| Admin fee / account holder | $771 | $5,907-87.0% | $5,113-84.9% | $10,827-92.9% |