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 8-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 | $44,767 | $88,751-49.6% | $81,812-45.3% | $145,922-69.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.88% | 1025.40%-1005.5pp | 773.79%-753.9pp | 561.29%-541.4pp |
| Employer contribution / active EE | $9,677 | $3,083+213.8% | $2,912+232.3% | $4,660+107.7% |
| Participant deferral / active EE | $25,039 | $4,643+439.3% | $4,319+479.8% | $6,688+274.4% |
| Admin fee / account holder | $2,425 | $8,415-71.2% | $7,386-67.2% | $13,397-81.9% |