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 | $37,567 | $133,958-72.0% | $112,228-66.5% | $134,475-72.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -9.83% | 47.11%-56.9pp | 27.45%-37.3pp | 417.96%-427.8pp |
| Employer contribution / active EE | $12,897 | $4,038+219.4% | $3,635+254.8% | $4,740+172.1% |
| Participant deferral / active EE | $29,688 | $5,291+461.1% | $4,728+527.9% | $6,400+363.9% |
| Admin fee / account holder | $6,008 | $7,489-19.8% | $6,410-6.3% | $11,426-47.4% |