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 | $80,159 | $147,167-45.5% | $111,392-28.0% | $135,375-40.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.80% | -4.44%-2.4pp | -2.06%-4.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $14,262 | $5,204+174.1% | $4,328+229.5% | $4,779+198.5% |
| Participant deferral / active EE | $22,595 | $6,565+244.2% | $5,567+305.9% | $5,609+302.8% |
| Admin fee / account holder | $25,954 | $20,270+28.0% | $12,266+111.6% | $10,827+139.7% |