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 | $47,847 | $167,307-71.4% | $143,757-66.7% | $134,475-64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.05% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $9,132 | $5,619+62.5% | $4,951+84.4% | $4,740+92.7% |
| Participant deferral / active EE | $14,717 | $6,446+128.3% | $5,637+161.1% | $6,400+130.0% |
| Admin fee / account holder | $3,087 | $18,088-82.9% | $14,673-79.0% | $11,426-73.0% |