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 | $24,195 | $127,065-81.0% | $113,168-78.6% | $142,382-83.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.30% | 24.03%-3.7pp | 24.27%-4.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $7,778 | $3,442+126.0% | $2,975+161.4% | $4,299+80.9% |
| Participant deferral / active EE | $34,003 | $5,716+494.8% | $5,107+565.8% | $6,507+422.5% |
| Admin fee / account holder | $6,255 | $15,736-60.2% | $12,068-48.2% | $12,624-50.4% |