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 | $29,248 | $93,024-68.6% | $77,024-62.0% | $134,475-78.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.91% | 62.60%-76.5pp | 42.32%-56.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $7,602 | $3,418+122.4% | $2,812+170.3% | $4,740+60.4% |
| Participant deferral / active EE | $11,209 | $5,238+114.0% | $4,426+153.2% | $6,400+75.1% |
| Admin fee / account holder | $2,123 | $6,944-69.4% | $5,425-60.9% | $11,426-81.4% |