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 | $29,788 | $96,305-69.1% | $80,569-63.0% | $139,434-78.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.39% | 1350.08%-1338.7pp | 935.43%-924.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $57,116 | $3,262+1650.9% | $2,723+1997.2% | $4,751+1102.2% |
| Participant deferral / active EE | $94,134 | $5,232+1699.2% | $4,447+2016.6% | $6,710+1302.9% |
| Admin fee / account holder | $33,444 | $6,599+406.8% | $5,377+522.0% | $11,403+193.3% |