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 | $28,459 | $67,331-57.7% | $60,874-53.2% | $134,475-78.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.90% | 49.93%-62.8pp | 16.90%-29.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,429 | $3,096-21.6% | $2,701-10.1% | $4,740-48.8% |
| Participant deferral / active EE | $2,173 | $4,538-52.1% | $3,817-43.1% | $6,400-66.1% |
| Admin fee / account holder | $5,871 | $4,582+28.1% | $3,224+82.1% | $11,426-48.6% |