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 8-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 | $77,371 | $97,044-20.3% | $83,333-7.2% | $135,375-42.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.63% | 12.31%-18.9pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $780 | $4,143-81.2% | $3,379-76.9% | $4,779-83.7% |
| Participant deferral / active EE | $22,133 | $5,964+271.1% | $5,565+297.7% | $5,609+294.6% |
| Admin fee / account holder | $9,810 | $8,380+17.1% | $7,510+30.6% | $10,827-9.4% |