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 | $41,193 | $65,703-37.3% | $94,224-56.3% | $59,632-30.9% |
| Participation rate | 85.2% | 72.1%+13.1pp | 78.8%+6.4pp | 68.7%+16.5pp |
| Annual return | -0.60% | 5.22%-5.8pp | 10.68%-11.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,174 | $4,264-49.0% | $6,269-65.3% | $4,297-49.4% |