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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,971 | $102,317-75.6% | $146,958-83.0% | $80,856-69.1% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.2%-3.7pp | 67.6%+10.8pp |
| Annual return | 2.25% | 134.76%-132.5pp | 418.34%-416.1pp | 35.59%-33.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $58,486 | $7,941+636.5% | $12,998+350.0% | $6,918+745.4% |