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 | $64,807 | $171,865-62.3% | $149,718-56.7% | $147,584-56.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.45% | 2113.22%-2099.8pp | 1501.63%-1488.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $10,217 | $6,275+62.8% | $5,445+87.6% | $4,876+109.5% |
| Participant deferral / active EE | $4,800 | $7,271-34.0% | $6,569-26.9% | $5,439-11.7% |
| Admin fee / account holder | $2,530 | $13,799-81.7% | $11,283-77.6% | $10,885-76.8% |