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 3-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 | $11,428 | $158,398-92.8% | $126,539-91.0% | $142,382-92.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 40.37% | 593.76%-553.4pp | 425.95%-385.6pp | 217.08%-176.7pp |
| Employer contribution / active EE | $61,564 | $4,650+1224.0% | $3,674+1575.7% | $4,299+1332.0% |
| Participant deferral / active EE | $91,500 | $4,767+1819.6% | $4,083+2141.2% | $6,507+1306.1% |
| Admin fee / account holder | $6,563 | $6,918-5.1% | $6,065+8.2% | $12,624-48.0% |