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 | $67,168 | $95,862-29.9% | $79,550-15.6% | $134,475-50.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.51% | -2.69%-10.8pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $28,880 | $3,128+823.3% | $2,413+1096.8% | $4,740+509.3% |
| Participant deferral / active EE | $24,622 | $4,693+424.7% | $3,985+517.8% | $6,400+284.7% |
| Admin fee / account holder | $1,587 | $9,126-82.6% | $6,832-76.8% | $11,426-86.1% |