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 | $0 | $377,755-100.0% | $377,755-100.0% | $478,521-100.0% |
| Participation rate | 100.0% | 91.5%+8.5pp | 88.0%+12.0pp | 89.3%+10.7pp |
| Annual return | 0.00% | -22.74%+22.7pp | 308.27%-308.3pp | 101.52%-101.5pp |
| Employer contribution / active EE | $0 | $19,764-100.0% | $19,764-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $2,885-100.0% | $7,699-100.0% |
| Admin fee / account holder | $33,908 | $8,486+299.6% | $8,486+299.6% | $12,578+169.6% |