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 | $25,386 | $72,400-64.9% | $67,502-62.4% | $145,922-82.6% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 14.98% | 7182.46%-7167.5pp | 3512.12%-3497.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $10,155 | $3,069+230.9% | $2,731+271.9% | $4,660+117.9% |
| Participant deferral / active EE | $18,927 | $4,783+295.7% | $4,000+373.2% | $6,688+183.0% |
| Admin fee / account holder | $5,744 | $5,539+3.7% | $3,998+43.7% | $13,397-57.1% |