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 | $7,426 | $76,738-90.3% | $56,411-86.8% | $145,922-94.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.41% | 2994.23%-2986.8pp | 1701.33%-1693.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $243 | $1,380-82.4% | $1,039-76.6% | $4,660-94.8% |
| Participant deferral / active EE | $1,007 | $2,623-61.6% | $1,952-48.4% | $6,688-84.9% |
| Admin fee / account holder | $1,237 | $3,334-62.9% | $2,829-56.3% | $13,397-90.8% |