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 4-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 | $24,723 | $156,846-84.2% | $121,098-79.6% | $139,434-82.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.21% | 1474.56%-1457.4pp | 985.75%-968.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,995 | $5,536-27.8% | $4,164-4.1% | $4,751-15.9% |
| Participant deferral / active EE | $5,667 | $4,844+17.0% | $4,080+38.9% | $6,710-15.5% |
| Admin fee / account holder | $1,545 | $6,946-77.8% | $5,644-72.6% | $11,403-86.5% |