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 5-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 | $9,554 | $96,635-90.1% | $86,612-89.0% | $139,434-93.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.13% | 106.41%-79.3pp | 591.07%-563.9pp | 372.94%-345.8pp |
| Employer contribution / active EE | $34,975 | $3,263+971.9% | $3,022+1057.2% | $4,751+636.2% |
| Participant deferral / active EE | $10,162 | $4,836+110.1% | $4,438+129.0% | $6,710+51.4% |
| Admin fee / account holder | $1,148 | $6,408-82.1% | $5,614-79.6% | $11,403-89.9% |