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 | $10,738 | $72,400-85.2% | $67,502-84.1% | $145,922-92.6% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 10.02% | 7182.46%-7172.4pp | 3512.12%-3502.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $804 | $3,069-73.8% | $2,731-70.5% | $4,660-82.7% |
| Participant deferral / active EE | $11,337 | $4,783+137.0% | $4,000+183.4% | $6,688+69.5% |
| Admin fee / account holder | $1,441 | $5,539-74.0% | $3,998-63.9% | $13,397-89.2% |