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 | $44,471 | $190,805-76.7% | $159,960-72.2% | $134,475-66.9% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -12.73% | 552.23%-565.0pp | 408.60%-421.3pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,200 | $4,995-76.0% | $4,226-71.6% | $4,740-74.7% |
| Participant deferral / active EE | $1,937 | $6,923-72.0% | $6,182-68.7% | $6,400-69.7% |
| Admin fee / account holder | $18,536 | $10,471+77.0% | $8,698+113.1% | $11,426+62.2% |