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 | $7,752 | $84,402-90.8% | $61,373-87.4% | $134,475-94.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.61% | 584.55%-605.2pp | 338.61%-359.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $5,597 | $1,544+262.4% | $1,159+382.8% | $4,740+18.1% |
| Participant deferral / active EE | $6,929 | $2,819+145.8% | $2,125+226.1% | $6,400+8.3% |
| Admin fee / account holder | $826 | $2,585-68.0% | $2,130-61.2% | $11,426-92.8% |