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 | $61,574 | $99,640-38.2% | $86,436-28.8% | $134,475-54.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.62% | 6782.58%-6800.2pp | 4394.89%-4412.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,990 | $4,400-32.1% | $3,769-20.7% | $4,740-36.9% |
| Participant deferral / active EE | $17,304 | $7,246+138.8% | $6,952+148.9% | $6,400+170.4% |
| Admin fee / account holder | $55,848 | $8,371+567.1% | $6,731+729.7% | $11,426+388.8% |