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 | $72,798 | $95,193-23.5% | $76,523-4.9% | $135,375-46.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.91% | 4.85%-9.8pp | -0.27%-4.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $18,951 | $3,302+473.9% | $2,647+615.9% | $4,779+296.6% |
| Participant deferral / active EE | $33,581 | $4,639+623.8% | $3,835+775.5% | $5,609+498.7% |
| Admin fee / account holder | $20,683 | $6,249+231.0% | $4,848+326.6% | $10,827+91.0% |