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 | $68,097-63.7% | $62,929-60.7% | $137,256-82.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.95% | 1859.11%-1841.2pp | 1063.93%-1046.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,642 | $2,811+100.7% | $2,505+125.3% | $4,156+35.8% |
| Participant deferral / active EE | $7,059 | $4,553+55.1% | $3,888+81.5% | $6,407+10.2% |
| Admin fee / account holder | $558 | $6,521-91.4% | $5,065-89.0% | $12,270-95.5% |