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 | $20,571 | $102,604-80.0% | $86,188-76.1% | $139,434-85.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.70% | 1922.51%-1901.8pp | 1168.45%-1147.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,209 | $3,032+5.8% | $2,380+34.8% | $4,751-32.5% |
| Participant deferral / active EE | $17,550 | $4,676+275.3% | $3,985+340.4% | $6,710+161.5% |
| Admin fee / account holder | $2,004 | $8,657-76.8% | $6,852-70.7% | $11,403-82.4% |