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 | $65,843 | $99,921-34.1% | $85,009-22.5% | $145,959-54.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 83.89%-72.0pp | 66.47%-54.6pp | 561.95%-550.1pp |
| Employer contribution / active EE | $15,082 | $3,233+366.5% | $2,728+452.8% | $4,661+223.6% |
| Participant deferral / active EE | $151,303 | $5,293+2758.6% | $4,522+3246.2% | $6,689+2162.1% |
| Admin fee / account holder | $30,378 | $7,252+318.9% | $6,153+393.7% | $13,398+126.7% |