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 | $31,975 | $69,207-53.8% | $64,056-50.1% | $139,434-77.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.16% | 45.88%-31.7pp | 33.69%-19.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $553 | $3,182-82.6% | $2,747-79.9% | $4,751-88.4% |
| Participant deferral / active EE | $1,521 | $4,682-67.5% | $3,880-60.8% | $6,710-77.3% |
| Admin fee / account holder | $4,832 | $4,244+13.9% | $3,068+57.5% | $11,403-57.6% |