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 9-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 | $46,539 | $117,841-60.5% | $102,423-54.6% | $145,922-68.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $39,365 | $3,615+989.0% | $3,023+1202.0% | $4,660+744.8% |
| Participant deferral / active EE | $21,999 | $5,731+283.9% | $5,053+335.4% | $6,688+228.9% |
| Admin fee / account holder | $51,365 | $13,326+285.5% | $9,451+443.5% | $13,397+283.4% |