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 7-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 | $27,132 | $105,126-74.2% | $94,646-71.3% | $139,434-80.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.95% | 38.03%-17.1pp | 156.71%-135.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $8,361 | $4,106+103.6% | $3,672+127.7% | $4,751+76.0% |
| Participant deferral / active EE | $22,567 | $7,599+197.0% | $7,418+204.2% | $6,710+236.3% |
| Admin fee / account holder | $4,689 | $8,984-47.8% | $7,231-35.1% | $11,403-58.9% |