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 | $18,889 | $92,703-79.6% | $82,719-77.2% | $134,475-86.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.08% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,546 | $3,274-22.2% | $3,009-15.4% | $4,740-46.3% |
| Participant deferral / active EE | $5,941 | $4,802+23.7% | $4,395+35.2% | $6,400-7.2% |
| Admin fee / account holder | $7,350 | $5,983+22.9% | $5,329+37.9% | $11,426-35.7% |