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 9-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 | $36,446 | $100,773-63.8% | $88,946-59.0% | $142,382-74.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.38% | 70.18%-57.8pp | 57.82%-45.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $7,322 | $2,918+151.0% | $2,555+186.6% | $4,299+70.3% |
| Participant deferral / active EE | $17,483 | $5,230+234.3% | $4,581+281.6% | $6,507+168.7% |
| Admin fee / account holder | $4,237 | $9,693-56.3% | $8,261-48.7% | $12,624-66.4% |