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 9-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 | $45,598 | $73,515-38.0% | $62,995-27.6% | $147,584-69.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.30% | 175.43%-161.1pp | 87.57%-73.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,419 | $3,320-57.3% | $2,759-48.6% | $4,876-70.9% |
| Participant deferral / active EE | $8,059 | $4,185+92.6% | $3,329+142.0% | $5,439+48.2% |
| Admin fee / account holder | $2,360 | $5,953-60.4% | $3,600-34.4% | $10,885-78.3% |