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 7-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 | $40,782 | $99,877-59.2% | $84,966-52.0% | $145,922-72.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.54% | 83.76%-73.2pp | 66.38%-55.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $25,034 | $3,231+674.7% | $2,727+818.0% | $4,660+437.3% |
| Participant deferral / active EE | $15,250 | $5,291+188.2% | $4,519+237.4% | $6,688+128.0% |
| Admin fee / account holder | $965 | $7,248-86.7% | $6,149-84.3% | $13,397-92.8% |