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 | $27,711 | $69,010-59.8% | $159,960-82.7% | $68,494-59.5% |
| Participation rate | 74.3% | 65.4%+8.9pp | 78.0%-3.7pp | 67.9%+6.4pp |
| Annual return | -7.43% | -9.65%+2.2pp | 408.60%-416.0pp | -7.84%+0.4pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,544 | $4,798-67.8% | $8,698-82.2% | $5,403-71.4% |