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 6-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 | $24,739 | $70,756-65.0% | $65,493-62.2% | $142,382-82.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.95% | 1754.89%-1736.9pp | 982.45%-964.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,642 | $2,881+95.9% | $2,574+119.2% | $4,299+31.2% |
| Participant deferral / active EE | $7,059 | $4,637+52.2% | $3,961+78.2% | $6,507+8.5% |
| Admin fee / account holder | $558 | $6,559-91.5% | $5,028-88.9% | $12,624-95.6% |