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 | $72,396-64.9% | $67,511-62.4% | $145,959-82.6% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 14.98% | 7194.07%-7179.1pp | 3517.41%-3502.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $10,155 | $3,071+230.7% | $2,733+271.6% | $4,661+117.9% |
| Participant deferral / active EE | $18,927 | $4,781+295.8% | $4,000+373.1% | $6,689+183.0% |
| Admin fee / account holder | $5,744 | $5,538+3.7% | $3,999+43.7% | $13,398-57.1% |