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 6-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 | $14,125 | $108,919-87.0% | $100,391-85.9% | $145,922-90.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 57.88%-42.6pp | 49.20%-33.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,517 | $4,419+24.8% | $3,942+40.0% | $4,660+18.4% |
| Participant deferral / active EE | $20,786 | $8,445+146.1% | $8,082+157.2% | $6,688+210.8% |
| Admin fee / account holder | $54,670 | $9,689+464.3% | $7,899+592.1% | $13,397+308.1% |