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 5-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 | $21,841 | $84,527-74.2% | $67,711-67.7% | $125,391-82.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.26% | 2.57%-4.8pp | 25.41%-27.7pp | 282.22%-284.5pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $28,124 | $5,340+426.7% | $4,255+561.0% | $9,540+194.8% |