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 | $63,311 | $105,860-40.2% | $90,749-30.2% | $134,475-52.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.35% | -11.01%-7.3pp | -12.16%-6.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $24,907 | $3,462+619.4% | $2,921+752.7% | $4,740+425.5% |
| Participant deferral / active EE | $15,394 | $5,216+195.2% | $4,564+237.3% | $6,400+140.5% |
| Admin fee / account holder | $1,052 | $13,938-92.4% | $8,445-87.5% | $11,426-90.8% |