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 7-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 | $23,609 | $129,942-81.8% | $104,294-77.4% | $134,475-82.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.34% | 42.03%-60.4pp | 24.61%-43.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $13,432 | $4,184+221.0% | $3,372+298.4% | $4,740+183.4% |
| Participant deferral / active EE | $13,596 | $5,588+143.3% | $4,625+194.0% | $6,400+112.4% |
| Admin fee / account holder | $9,604 | $9,323+3.0% | $7,339+30.9% | $11,426-15.9% |