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 5-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 | $17,708 | $72,400-75.5% | $67,502-73.8% | $145,922-87.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.64% | 7182.46%-7168.8pp | 3512.12%-3498.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $31,775 | $3,069+935.3% | $2,731+1063.5% | $4,660+581.9% |
| Participant deferral / active EE | $24,621 | $4,783+414.8% | $4,000+515.5% | $6,688+268.1% |
| Admin fee / account holder | $9,962 | $5,539+79.9% | $3,998+149.2% | $13,397-25.6% |