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 4-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 | $15,546 | $84,527-81.6% | $67,711-77.0% | $125,391-87.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.20% | 2.57%-4.8pp | 25.41%-27.6pp | 282.22%-284.4pp |
| Employer contribution / active EE | $13,353 | $3,292+305.6% | $2,559+421.8% | $4,866+174.4% |
| Participant deferral / active EE | $27,939 | $4,429+530.8% | $3,585+679.3% | $5,352+422.1% |
| Admin fee / account holder | $2,286 | $5,340-57.2% | $4,255-46.3% | $9,540-76.0% |