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 5-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 | $12,368 | $106,515-88.4% | $96,683-87.2% | $139,434-91.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 188.21% | 38.43%+149.8pp | 35.69%+152.5pp | 372.94%-184.7pp |
| Employer contribution / active EE | $43,374 | $4,103+957.2% | $3,737+1060.8% | $4,751+813.0% |
| Participant deferral / active EE | $17,235 | $5,454+216.0% | $4,878+253.3% | $6,710+156.9% |
| Admin fee / account holder | $2,083 | $7,877-73.6% | $6,730-69.1% | $11,403-81.7% |