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 | $41,740 | $49,173-15.1% | $121,098-65.5% | $75,163-44.5% |
| Participation rate | 96.3% | 55.4%+40.9pp | 69.5%+26.8pp | 67.2%+29.1pp |
| Annual return | 14.92% | 55.99%-41.1pp | 985.75%-970.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,959 | $3,942-50.3% | $5,644-65.3% | $5,651-65.3% |