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 | $87,226 | $102,604-15.0% | $86,188+1.2% | $139,434-37.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.20% | 1922.51%-1907.3pp | 1168.45%-1153.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,251 | $3,032+7.2% | $2,380+36.6% | $4,751-31.6% |
| Participant deferral / active EE | $11,749 | $4,676+151.3% | $3,985+194.8% | $6,710+75.1% |
| Admin fee / account holder | $14,208 | $8,657+64.1% | $6,852+107.4% | $11,403+24.6% |