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 | $48,384 | $45,551+6.2% | $59,878-19.2% | - |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.7%-74.7pp | - |
| Annual return | -2.59% | 11.07%-13.7pp | 3.46%-6.1pp | - |
| Employer contribution / active EE | $0 | $2,465-100.0% | $2,722-100.0% | - |
| Participant deferral / active EE | $0 | $2,507-100.0% | $3,402-100.0% | - |
| Admin fee / account holder | $84,355 | $6,446+1208.7% | $3,590+2249.5% | - |