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 | $40,917 | $109,817-62.7% | $98,442-58.4% | $167,490-75.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 25.90% | 1956.69%-1930.8pp | 1492.73%-1466.8pp | 478.56%-452.7pp |
| Employer contribution / active EE | $553 | $3,224-82.9% | $2,960-81.3% | $4,837-88.6% |
| Participant deferral / active EE | $2,324 | $4,673-50.3% | $4,276-45.7% | $6,341-63.4% |
| Admin fee / account holder | $12,042 | $6,753+78.3% | $5,949+102.4% | $12,309-2.2% |