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 | $30,816 | $126,574-75.7% | $106,213-71.0% | $145,922-78.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.04% | 224.79%-214.7pp | 116.14%-106.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $10,623 | $3,730+184.8% | $3,171+235.0% | $4,660+128.0% |
| Participant deferral / active EE | $18,305 | $5,724+219.8% | $5,016+264.9% | $6,688+173.7% |
| Admin fee / account holder | $12,178 | $17,304-29.6% | $11,033+10.4% | $13,397-9.1% |